4wealth Advisors, Inc.

4wealth Advisors, Inc. (CRD# 129727) is a financial advisory firm headquartered in Burr Ridge, IL. They manage $69,596,061 in 545 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    70
    MILLION
  • Total Number of Accounts
    545
    ACCOUNTS
  • Average Account Value
    $127,699
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, IL, IN, LA, TX

Financial Advisors at 4wealth Advisors, Inc.
Showing 1 - 7 of 7 top financial advisors.
1
Terrence M. Heafey
CRD#: 2753108
745 Mcclintock Drive, Suite 150, Burr Ridge, IL 60527
96
Wealthminder
score

Terrence Heafey (CRD# 2753108) is an Investment Advisor Representative working at 4wealth Advisors, Inc. in Burr Ridge, IL and has over 21 years of experience in the finance industry. Terrence Heafey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Ryan F. Kavois
CRD#: 4938043
10710 W. 143rd Street, Suite 12`, Orland Park, IL 60462
96
Wealthminder
score

Ryan Kavois (CRD# 4938043) is an Investment Advisor Representative working at 4wealth Advisors, Inc. in Orland Park, IL and has over 11 years of experience in the finance industry. Ryan Kavois has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Rita D. Bunch
CRD#: 1882042
7234 West North Avenue, Suite 404, Elmwood Park, IL 60707
93
Wealthminder
score

Rita Bunch (CRD# 1882042) is an Investment Advisor Representative working at 4wealth Advisors, Inc. in Elmwood Park, IL and has over 23 years of experience in the finance industry.

4
Hally M. Dunn
CRD#: 2477548
7234 West North Avenue, Elmwood Park, IL 60707
93
Wealthminder
score

Hally Dunn (CRD# 2477548) is an Investment Advisor Representative working at 4wealth Advisors, Inc. in Elmwood Park, IL and has over 23 years of experience in the finance industry.

5
Peter D. Recchia
CRD#: 2908442
7234 West North Avenue, Suite 404, Elmwood Park, IL 60707
93
Wealthminder
score

Peter Recchia (CRD# 2908442) is an Investment Advisor Representative working at 4wealth Advisors, Inc. in Elmwood Park, IL and has over 20 years of experience in the finance industry.

6
Yesha S. Shah
CRD#: 5642544
745 Mcclintock Drive, Suite 150, Burr Ridge, IL 60527
93
Wealthminder
score

Yesha Shah (CRD# 5642544) is an Investment Advisor Representative working at 4wealth Advisors, Inc. in Burr Ridge, IL and has over 8 years of experience in the finance industry.

7
Christopher C. Gonzales
CRD#: 6253502
745 Mcclintock Drive, Suite 150, Burr Ridge, IL 60527
90
Wealthminder
score

Christopher Gonzales (CRD# 6253502) is an Investment Advisor Representative working at 4wealth Advisors, Inc. in Burr Ridge, IL and has over 3 years of experience in the finance industry.

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