83rd St. Wealth Management, LLC

83rd St. Wealth Management, LLC (CRD# 172115) is a financial advisory firm headquartered in Palatine, IL. They manage $65,000,000 in 144 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    65
    MILLION
  • Total Number of Accounts
    144
    ACCOUNTS
  • Average Account Value
    $451,389
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

IL

Financial Advisors at 83rd St. Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Donald J. Zolfo
CRD#: 1252518
110 N. Brockway St., Suite 240, Palatine, IL 60067
94
Wealthminder
score

Donald Zolfo (CRD# 1252518) is an Investment Advisor Representative working at 83rd Street Wealth Management, LLC in Palatine, IL and has over 2 years of experience in the finance industry.

2
Matthew L. Schultz
CRD#: 4594279
110 N. Brockway St., Suite 240, Palatine, IL 60067
83
Wealthminder
score

Matthew Schultz (CRD# 4594279) is an Investment Advisor Representative working at 83rd St. Wealth Management, LLC in Palatine, IL and has over 12 years of experience in the finance industry.

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