Factor Wealth Management is an SEC registered investment adviser organized as a corporation with a primary office location in Chicago, IL. Its latest Form ADV filing, dated March 5, 2026, reports $781M in regulatory assets under management, 7 employees, and 880 accounts.
Assets Under Management
$781M
Employees
7
Offices
--
Total Clients
239
Primary office
CHICAGO, IL
980 N MICHIGAN AVENUE, STE 1320, CHICAGO, IL, United States
Top client segmentHNWI represent 73.2% of total clients.
Top client categories% of clientsClients
1
HNWI
73.2%
175
2
Individuals
26.8%
64
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$781Mas of March 5, 2026
Discretionary97.9%
$765M
98% of total RAUM97.9%
Non-discretionary2.1%
$16M
2% of total RAUM2.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$781M
Total Accounts880
10Y AUM Change+$515M (+193.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee34:1
10Y Employee Change+3 (+75.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.