Be advised. This firm is no longer registered.

Welgat Wealth Management

Welgat Wealth Management (CRD# 146377) is a financial advisory firm headquartered in Naperville, IL. They manage $16,600,000 in 121 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    121
    ACCOUNTS
  • Average Account Value
    $137,190
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
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

Financial Advisors at Welgat Wealth Management
No Advisor Found.
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.