Certes Capital Wealth Management LLC is a large advisory firm based in Lincolnshire. It manages $61 million of regulatory assets for 321 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of Illinois.
Certes Capital Wealth Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Certes Capital Wealth Management LLC is $61 million. The firm's AUM has grown by 61% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Certes Capital Wealth Management LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Certes Capital Wealth Management LLC performs its advisory services is located at One Overlook Point, Lincolnshire, IL 60069, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 847-913-5594 or by fax 847-913-6793. The normal business hours are 8-5 on Monday - Friday.