Detterbeck Wealth Management is an SEC registered investment adviser organized as a corporation with a primary office location in Palatine, IL. Its latest Form ADV filing, dated March 10, 2026, reports $279M in regulatory assets under management, 6 employees, 1 office, and 790 accounts.
Assets Under Management
$279M
Employees
6
Offices
1 office
Total Clients
165
Primary office
PALATINE, IL
110 N. BROCKWAY, SUITE 330, PALATINE, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 54.5% of total clients.
Top client categories% of clientsClients
1
HNWI
54.5%
90
2
Individuals
45.5%
75
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$279Mas of March 10, 2026
Discretionary93.3%
$260M
93% of total RAUM93.3%
Non-discretionary6.7%
$19M
7% of total RAUM6.7%
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$279M
Total Accounts790
10Y AUM Change+$168M (+152.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee28:1
10Y Employee Change0 (0.0%)
* 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.