RIA Intel›Advisers›Illinois›SURE FOUNDATION WEALTH PLANNING, LLC

SURE FOUNDATION WEALTH PLANNING, LLC

Advisory

IL

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

Rank in IL

#1,523

of 1,719 advisers by AUM

Average account

$2M

across 5 accounts

AUM per adviser

$11M

1 advisers

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

Total AUM

$11M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$11M

Discretionary AUM$11M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees1

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.

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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

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

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Advisers of similar size in IL

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

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WHITE CREST CAPITAL, LLC

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BREAKOUT PRIVATE WEALTH LLC

$12M

ANDREW J. NIEWIAROWSKI, INC.

$12M

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