RIA Intel›Advisers›Illinois›PALOS WEALTH ADVISORS, LLC

PALOS WEALTH ADVISORS, LLC

Advisory

PALOS HEIGHTS, IL

Data as of Feb 24, 2026 · Source: SEC Form ADV

Rank in IL

#1,106

of 1,719 advisers by AUM

Average account

$414K

across 172 accounts

AUM per adviser

$71M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 24, 2026.

Total AUM

$71M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$71M

Discretionary AUM$63M

Non-Discretionary AUM$9M

Discretionary %87.8%

Total Clients89

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

89 clients

17 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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

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