Firm profile

DILLOW WEALTH MANAGEMENT LLC

OAK BROOK, ILCRD 313192Latest ADV February 25, 2026

Dillow Wealth Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Oak Brook, IL. Its latest Form ADV filing, dated February 25, 2026, reports $106M in regulatory assets under management, 2 employees, and 147 accounts.

Assets Under Management
$106M
Employees
2
Offices
--
Total Clients
18
Primary office
OAK BROOK, IL
700 COMMERCE DRIVE, SUITE 500, OAK BROOK, IL, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOTimothy L. Dillow

Advisory services offered

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

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentHNWI represent 77.8% of total clients.
Top client categories% of clientsClients
1
HNWI
77.8%
14
2
Individuals
22.2%
4

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$106Mas of February 25, 2026
Discretionary90.9%
$97M
91% of total RAUM90.9%
Non-discretionary9.1%
$10M
9% of total RAUM9.1%
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.

Total AUM$106M
Total Accounts147
10Y AUM Change+$106M

Employee Growth by Quarter

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

Total Employees2
Clients per Employee9:1
10Y Employee Change+1 (+100.0%)

* 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.