RIA Intel›Advisers›Michigan›CAHILL WEALTH MANAGEMENT, LLC

CAHILL WEALTH MANAGEMENT, LLC

Advisory

N·PORTAGE, MI

Data as of Mar 14, 2024 · Source: SEC Form ADV

Total AUM
$442M
1-Year AUM Growth
+17.8%
3-Year CAGR
+8.8%
Employees
2
Assets Under Management
Total AUM$442M
Discretionary AUM$442M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients147
Team
Total Employees2
Investment Advisers4
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record39
First FilingFeb 24, 2005
Latest FilingMar 14, 2024
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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