Firm profile

TETLEY INVESTMENTS, LLC

PARK RIDGE, ILCRD 164130Latest ADV March 2, 2026

Tetley Investments, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Park Ridge, IL. Its latest Form ADV filing, dated March 2, 2026, reports $194M in regulatory assets under management, 3 employees, and 525 accounts.

Assets Under Management
$194M
Employees
3
Offices
--
Total Clients
172
Primary office
PARK RIDGE, IL
444 N NORTHWEST HWY., SUITE 245, PARK RIDGE, IL, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOGery J. Sadzewicz

Advisory services offered

2 types reported
Financial Planning Services
Portfolio management for individuals and small businesses

Fee models offered

2 types reported
Asset based fees
Hourly charges
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentHNWI represent 68.6% of total clients.
Top client categories% of clientsClients
1
HNWI
68.6%
118
2
Individuals
31.4%
54

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$194Mas of March 2, 2026
Discretionary90.6%
$176M
91% of total RAUM90.6%
Non-discretionary9.4%
$18M
9% of total RAUM9.4%
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.

Total AUM$194M
Total Accounts525
10Y AUM Change+$65M (+50.0%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees3
Clients per Employee57:1
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.