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MC WEALTH ADVISORS LLC

Advisory

IL

Data as of Jan 30, 2026 · Source: SEC Form ADV

Rank in IL
#1,649
of 1,719 advisers by AUM
Average account
$366K
across 6 accounts
AUM per adviser
$2M
1 adviser

Source: SEC Form ADV. Figures as filed Jan 30, 2026.

Total AUM
$2M
Discretionary %
3.8%
Clients
—
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$2M
Discretionary AUM$82K
Non-Discretionary AUM$2M
Discretionary %3.8%
Total Clients—
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InIL
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in IL

Closest by assets under management. All figures from Form ADV.

EVATI ADVISORY SERVICES, LLC
EVANSTON, IL
$2M
HERO INVESTMENT PLANNERS LLC
WEST DUNDEE, IL
$2M
0.0% 1Y
DREAM WEAVER FINANCIAL PLANNING LLC
$2M
OBAR WEALTH MANAGEMENT LLC
LAKE FOREST, IL
$2M
NEW HORIZON WEALTH PLANNING, LLC
$2M
ACCOUNTANTS WEALTH MANAGEMENT GROUP LLC
$2M

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