Significant Wealth Partners LLC

Significant Wealth Partners LLC (CRD# 293060) is a financial advisory firm headquartered in Cary, IL. They manage $210,000,000 in 439 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
117 W. Main St., Cary, IL 60013
https://www.youtube.com/channel/ucorpvlh5kc5p9dzatcmev5a
By the Numbers
  • Total Assets Under Management
    210
    MILLION
  • Total Number of Accounts
    439
    ACCOUNTS
  • Average Account Value
    $478,360
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, IL

Financial Advisors at Significant Wealth Partners LLC
Showing 1 - 6 of 6 top financial advisors.
1
Brian Atkins, financial advisor Cary IL
Brian W. Atkins
CRD#: 6100366
117 W. Main St., Cary, IL 60013

Brian Atkins (CRD# 6100366) is an Investment Advisor Representative working at Significant Wealth Partners LLC in Cary, IL and has over 10 years of experience in the finance industry.

2
Alayna Leuzé, financial advisor Cary IL
Alayna Leuzé
CRD#: 6942439
117 W. Main St., Cary, IL 60013

Alayna Leuzé (CRD# 6942439) is an Investment Advisor Representative working at Significant Wealth Partners LLC in Cary, IL and has over 5 years of experience in the finance industry.

3
David Leuze, financial advisor Cary IL
David C. Leuze
CRD#: 6942438
117 W. Main St., Cary, IL 60013

David Leuze (CRD# 6942438) is an Investment Advisor Representative working at Significant Wealth Partners LLC in Cary, IL and has over 5 years of experience in the finance industry.

4
Scott Smith, financial advisor Cary IL
Scott R. Smith
CRD#: 6846696
117 W. Main St., Cary, IL 60013

Scott Smith (CRD# 6846696) is an Investment Advisor Representative working at Significant Wealth Partners LLC in Cary, IL and has over 6 years of experience in the finance industry.

5
Stephen Smith, financial advisor Cary IL
Stephen R. Smith
CRD#: 6713437
117 W. Main St., Cary, IL 60013

Stephen Smith (CRD# 6713437) is an Investment Advisor Representative working at Significant Wealth Partners LLC in Cary, IL and has over 7 years of experience in the finance industry.

6
Joshua Lang, financial advisor Cary IL
Joshua L. Lang
CRD#: 7088559
117 W. Main St., Cary, IL 60013

Joshua Lang (CRD# 7088559) is an Investment Advisor Representative working at Significant Wealth Partners LLC in Cary, IL and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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