RIA Intel›Advisers›Illinois›SHINNEMAN WEALTH GROUP LLC

SHINNEMAN WEALTH GROUP LLC

Advisory

NORTHBROOK, IL

Data as of Mar 10, 2026 · Source: SEC Form ADV

Rank in IL

#1,322

of 1,719 advisers by AUM

Average account

$120K

across 262 accounts

AUM per adviser

$16M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 10, 2026.

Total AUM

$31M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$31M

Discretionary AUM$31M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients139

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIL, IN, TX

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

139 clients

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

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