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CAHILL WEALTH MANAGEMENT, LLC

PORTAGE, MI · CRD 134508 · IAPD ↗ · cahillwealth.com · 269-321-6600

$442.1MRegulatory AUM
2Advisory reps
4Employees
0Clients
101-250Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
May 2025 — CAHILL WEALTH MANAGEMENT, LLC (PORTAGE, MI) left the SEC roster (was $442.1M RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
68
March 2025 — CAHILL WEALTH MANAGEMENT, LLC now reports custody of client assets ($67.5M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

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