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).

Current Firm Details
1979 N. Mill Street, Suite 103, Naperville, IL 60563
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
The map below shows states where this firm has explicit registration only.

IL

Financial Advisors at Welgat Wealth Management
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