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FACTOR WEALTH MANAGEMENT

CHICAGO, IL · CRD 104708 · IAPD ↗ · (312) 644-5040

$781.0MRegulatory AUM
5Advisory reps
8Employees
14Clients
101-250Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

28
January 2026 — FACTOR WEALTH MANAGEMENT changed its website from clune.biz to factorwealth.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
49
January 2026 — FACTOR WEALTH MANAGEMENT notice-filed in MD, NH, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
January 2026 — CLUNE & ASSOCIATES is now doing business as FACTOR WEALTH MANAGEMENT.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
70
April 2024 — CLUNE & ASSOCIATES crossed $500M in regulatory AUM ($433.7M -> $582.7M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.