4Wealth Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Burr Ridge, IL. Its latest Form ADV filing, dated April 9, 2026, reports $275M in regulatory assets under management, 13 employees, 1 office, and 1,262 accounts.
Assets Under Management
$275M
Employees
13
Offices
1 office
Total Clients
567
Primary office
BURR RIDGE, IL
745 MCCLINTOCK DRIVE, SUITE 150, BURR RIDGE, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 79.0% of total clients.
Top client categories% of clientsClients
1
Individuals
79.0%
448
2
HNWI
10.6%
60
3
Pension Plans
10.4%
59
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$275Mas of April 9, 2026
Discretionary48.2%
$133M
48% of total RAUM48.2%
Non-discretionary51.8%
$143M
52% of total RAUM51.8%
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$275M
Total Accounts1,262
10Y AUM Change+$152M (+123.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee44:1
10Y Employee Change+4 (+44.4%)
* 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.