4wealth Advisors, Inc.

4wealth Advisors, Inc. (CRD# 129727) is a financial advisory firm headquartered in Burr Ridge, IL. They manage $62,360,000 in 407 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    62
    MILLION
  • Total Number of Accounts
    407
    ACCOUNTS
  • Average Account Value
    $153,219
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, TX

Financial Advisors at 4wealth Advisors, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
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.

2
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.

3
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.

4
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.

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