Cahill Wealth Management, LLC

Cahill Wealth Management, LLC (CRD# 134508) is a financial advisory firm headquartered in Portage, MI. They manage $378,330,372 in 975 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    378
    MILLION
  • Total Number of Accounts
    975
    ACCOUNTS
  • Average Account Value
    $388,031
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, LA, MI, NC, NE, NH, TX

Financial Advisors at Cahill Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Ryan D. Cahill
CRD#: 2894129
5831 Oakland Drive, Portage, MI 49024

Ryan Cahill (CRD# 2894129) is an Investment Advisor Representative working at Cahill Wealth Management, LLC in Portage, MI and has over 26 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 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.

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