83rd St. Wealth Management, LLC

83rd St. Wealth Management, LLC (CRD# 172115) is a financial advisory firm headquartered in , . They manage $85,564,078 in 240 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    86
    MILLION
  • Total Number of Accounts
    240
    ACCOUNTS
  • Average Account Value
    $356,517
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL

Financial Advisors at 83rd St. Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Matthew L. Schultz
CRD#: 4594279
South Barrington, IL

Matthew Schultz (CRD# 4594279) is an Investment Advisor Representative working at 83rd St. Wealth Management, LLC in South Barrington, IL and has over 20 years of experience in the finance industry.

2
Robert W. Burns
CRD#: 3267624
Vernon Hills, IL

Robert Burns (CRD# 3267624) is an Investment Advisor Representative working at 83rd St. Wealth Management, LLC in Vernon Hills, IL and has over 24 years of experience in the finance industry.

3
Daniel H. Roseth
CRD#: 7687302
302 Saunders Rd., Suite 200, Riverwoods, IL 60015

Daniel Roseth (CRD# 7687302) is an Investment Advisor Representative working at 83rd St. Wealth Management, LLC in Riverwoods, IL and has 1 year of experience in the finance industry.

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