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Wheaton Wealth Partners, LLC (Wheaton)


Wheaton Wealth Partners, LLC is an adviser based in Wheaton. It manages $77.74 million of regulatory assets for 371 client accounts. It has been registered with the SEC as an adviser since 2012.

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Wheaton Wealth Partners provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Wheaton Wealth Partners: assets under management

The assets under management (AUM) of Wheaton Wealth Partners, LLC is $77.74 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -22% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $77.74 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $209.54 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Wheaton Wealth Partners, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Wheaton

The principal office where Wheaton Wealth Partners, LLC performs its advisory services is located at 316 W. Roosevelt Rd., Wheaton, IL 60187, which is also the mailing address of the firm. An additional office of the firm is in Libertyville, IL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 630-221-9222 or by fax 888-580-1687. The normal business hours are 8:00 a.m. - 4:00 p.m. on Monday - Friday. You can find more information about the New York firm at wheatonwealth.com.


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