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SILIGMUELLER & NORVID WEALTH ADVISORS LLC

Advisory

N·GLEN ELLYN, IL

Data as of Feb 20, 2024 · Source: SEC Form ADV

Total AUM
$299M
1-Year AUM Growth
+7.6%
3-Year CAGR
+7.1%
Employees
2
Assets Under Management
Total AUM$299M
Discretionary AUM$299M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients105
Team
Total Employees2
Investment Advisers3
Employee Growth (1Y)—
Filing History
Total Filings on Record35
First FilingFeb 16, 2001
Latest FilingFeb 20, 2024
🔒 Full AUM trend chart and 35 historical filings spanning 23+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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