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

POLARIS WEALTH MANAGEMENT, LLC

Advisory

FLOSSMOOR, IL

Data as of May 29, 2026 · Source: SEC Form ADV

Rank in IL

#1,489

of 1,719 advisers by AUM

Average account

$88K

across 156 accounts

AUM per adviser

$3M

5 advisers

Source: SEC Form ADV. Figures as filed May 29, 2026.

Total AUM

$14M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

5

Assets Under Management

Total AUM$14M

Discretionary AUM$14M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients163

Team

Total Employees5

Investment Advisers5

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIL, NY, TN, TX

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.

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Owners & Officers

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

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Client Demographics

163 clients

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

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