Cahill Wealth Management, LLC

Cahill Wealth Management, LLC (CRD# 134508) is a financial advisory firm headquartered in Portage, MI. They manage $257,791,344 in 691 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
5831 Oakland Drive, Portage, MI 49024
http://www.cahillwealth.com
By the Numbers
  • Total Assets Under Management
    258
    MILLION
  • Total Number of Accounts
    691
    ACCOUNTS
  • Average Account Value
    $373,070
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
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, MI, NC, NE, NH, TX

Financial Advisors at Cahill Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Ryan Cahill, financial advisor Portage MI
Ryan D. Cahill
CRD#: 2894129
6101 Newport Road, Suite 207, Portage, MI 49002

Ryan Cahill (CRD# 2894129) is an Investment Advisor Representative working at Cahill Wealth Management, LLC in Portage, MI and has over 23 years of experience in the finance industry. Ryan Cahill 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
Veronica Darlington, financial advisor Portage MI
Veronica A. Darlington
CRD#: 4609898
5831 Oakland Drive, Portage, MI 49024

Veronica Darlington (CRD# 4609898) is an Investment Advisor Representative working at Cahill Wealth Management, LLC in Portage, MI and has 1 year of experience in the finance industry. Veronica Darlington 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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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