RIA Intel›Advisers›Illinois›JOSEPH WEALTH MANAGEMENT, LLC

JOSEPH WEALTH MANAGEMENT, LLC

Advisory

FOREST PARK, IL

Data as of Jul 16, 2026 · Source: SEC Form ADV

Rank in IL
#1,452
of 1,719 advisers by AUM
Average account
$131K
across 134 accounts
AUM per adviser
$9M
2 advisers

Source: SEC Form ADV. Figures as filed Jul 16, 2026.

Total AUM
$18M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
3
Assets Under Management
Total AUM$18M
Discretionary AUM$18M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients116
Team
Total Employees3
Investment Advisers2
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL, GA, IL, SC, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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