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

PIERSHALE WEALTH MANAGEMENT, LLC

Advisory

CRYSTAL LAKE, IL

Data as of May 19, 2026 · Source: SEC Form ADV

Rank in IL

#1,361

of 1,719 advisers by AUM

Average account

$245K

across 110 accounts

AUM per adviser

$27M

1 advisers

Source: SEC Form ADV. Figures as filed May 19, 2026.

Total AUM

$27M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$27M

Discretionary AUM$27M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients52

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.

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

52 clients

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

See plansIncluded with the Intelligence plan

Advisers of similar size in IL

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

$27M

CROWLEY CAPITAL MANAGEMENT LLC

$27M

BJO WEALTH MANAGEMENT LLC.

$27M

KLINE CAPITAL MANAGEMENT LLC

$27M

CALAMOS ANTETOKOUNMPO ASSET MANAGEMENT LLC

$27M

OAK STREET CAPITAL MANAGEMENT, LLC

$27M

Get the full picture on PIERSHALE WEALTH MANAGEMENT, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track PIERSHALE WEALTH MANAGEMENT, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans