RIA Intel›Advisers›Illinois›PATRICK M. SWEENEY & ASSOCIATES, INC

PATRICK M. SWEENEY & ASSOCIATES, INC

Advisory

N·LIBERTYVILLE, IL

Data as of Mar 25, 2026 · Source: SEC Form ADV

Total AUM

$253M

1-Year AUM Growth

+34.3%

3-Year CAGR

+10.7%

Employees

2

Assets Under Management

Total AUM$253M

Discretionary AUM$251M

Non-Discretionary AUM$1M

Discretionary %99.5%

Total Clients83

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Filing History

Total Filings on Record16

First FilingMar 23, 2007

Latest FilingMar 25, 2026

🔒 Full AUM trend chart and 16 historical filings spanning 19+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on PATRICK M. SWEENEY & ASSOCIATES, INC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.