Be advised. This firm is no longer registered.

Stevens Wealth Management LLC

Stevens Wealth Management LLC (CRD# 123043) is a financial advisory firm headquartered in Deerfield, IL. They manage $260,955,333 in 504 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
500 Lake Cook Road, Suite 350, Deerfield, IL 60015
http://www.stevenswealth.com
By the Numbers
  • Total Assets Under Management
    261
    MILLION
  • Total Number of Accounts
    504
    ACCOUNTS
  • Average Account Value
    $517,769
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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.

CO, IL, NY, TX

Financial Advisors at Stevens Wealth Management LLC
No Advisor Found.

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals