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

TRADER WEALTH MANAGEMENT, LLC

Advisory

BARRINGTON, IL

Data as of Apr 7, 2026 · Source: SEC Form ADV

Rank in IL

#1,022

of 1,719 advisers by AUM

Average account

$288K

across 325 accounts

AUM per adviser

$47M

2 advisers

Source: SEC Form ADV. Figures as filed Apr 7, 2026.

Total AUM

$93M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$93M

Discretionary AUM$67M

Non-Discretionary AUM$26M

Discretionary %71.8%

Total Clients105

Team

Total Employees3

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIL, 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

105 clients

49 high-net-worth

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

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