Morgan Wealth Management, LLC

Morgan Wealth Management, LLC (CRD# 171748) is a financial advisory firm headquartered in Mchenry, IL. They manage $35,000,000 in 289 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    35
    MILLION
  • Total Number of Accounts
    289
    ACCOUNTS
  • Average Account Value
    $121,107
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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • 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.

IL, TX

Financial Advisors at Morgan Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Joshua M. Pratt
CRD#: 2911564
5435 Bull Valley Road, Suite 224, Mchenry, IL 60050
93
Wealthminder
score

Joshua Pratt (CRD# 2911564) is an Investment Advisor Representative working at Morgan Wealth Management, LLC in Mchenry, IL and has over 7 years of experience in the finance industry.

2
Chris C. Morgan
CRD#: 2265541
5435 Bull Valley Road, Suite 224, Mchenry, IL 60050
83
Wealthminder
score

Chris Morgan (CRD# 2265541) is an Investment Advisor Representative working at Morgan Wealth Management, LLC in Mchenry, IL and has over 25 years of experience in the finance industry.

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