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4WEALTH ADVISORS, INC.

BURR RIDGE, IL · CRD 129727 · IAPD ↗ · 708-695-5300

$275.3MRegulatory AUM
10Advisory reps
13Employees
0Clients
0Planning clients
0Private funds
10States
3Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — 4WEALTH ADVISORS, INC. notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
February 2026 — 4WEALTH ADVISORS, INC.'s Item 11 disclosure-reporting entries rose by 3 (0 -> 3).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
42
April 2025 — 4WEALTH ADVISORS, INC. notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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