Significant Wealth Partners LLC
Significant Wealth Partners LLC (CRD# 293060) is a financial advisory firm headquartered in Cary, IL. They manage $210,000,000 in 439 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management210MILLION
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Total Number of Accounts439ACCOUNTS
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Average Account Value$478,360
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
FL, IL
Brian Atkins (CRD# 6100366) is an Investment Advisor Representative working at Significant Wealth Partners LLC in Cary, IL and has over 10 years of experience in the finance industry.
Alayna Leuzé (CRD# 6942439) is an Investment Advisor Representative working at Significant Wealth Partners LLC in Cary, IL and has over 5 years of experience in the finance industry.
David Leuze (CRD# 6942438) is an Investment Advisor Representative working at Significant Wealth Partners LLC in Cary, IL and has over 5 years of experience in the finance industry.
Scott Smith (CRD# 6846696) is an Investment Advisor Representative working at Significant Wealth Partners LLC in Cary, IL and has over 6 years of experience in the finance industry.
Stephen Smith (CRD# 6713437) is an Investment Advisor Representative working at Significant Wealth Partners LLC in Cary, IL and has over 7 years of experience in the finance industry.
Joshua Lang (CRD# 7088559) is an Investment Advisor Representative working at Significant Wealth Partners LLC in North Port, FL and has over 3 years of experience in the finance industry.