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ESTATE & TRUST ADVISORS

RIVERWOODS, IL · CRD 123802 · IAPD ↗ · etaadvisor.com · 847-441-4600

$256.5MRegulatory AUM
4Advisory reps
6Employees
0Clients
26-50Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

48
April 2026 — ESTATE & TRUST ADVISORS moved its main office from NORTHBROOK, IL to RIVERWOODS, IL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand

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