RIA Intel›Advisers›Illinois›WYSOPAL WEALTH PLANNING, LLC

WYSOPAL WEALTH PLANNING, LLC

Advisory

Data as of May 11, 2026 · Source: SEC Form ADV

Rank in IL

#1,575

of 1,719 advisers by AUM

Average account

$146K

across 46 accounts

AUM per adviser

$7M

1 adviser

Source: SEC Form ADV. Figures as filed May 11, 2026.

Total AUM

$7M

Discretionary %

100%

Clients

11

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$7M

Discretionary AUM$7M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients11

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, IL, 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

11 clients

6 high-net-worth

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.

FINANCIAL SYNERGY, INC.

$7M

BD MGMT LLC

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GREAT MOUNTAIN CAPITAL MANAGEMENT LLC

$7M

WELLSPRING CAPITAL GROUP, LTD.

$7M

FIRSTGEN WEALTH LLC

$7M

GENEVA FINANCIAL GROUP LLC

$7M

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