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SIGNIFICANT WEALTH PARTNERS LLC

CARY, IL · CRD 293060 · IAPD ↗ · (847) 639-7830

$126.1MRegulatory AUM
5Advisory reps
8Employees
0Clients
251-500Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
April 2026 — SIGNIFICANT WEALTH PARTNERS LLC notice-filed in WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2026 — SIGNIFICANT WEALTH PARTNERS LLC reported RAUM down 49% ($248.0M -> $126.1M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
70
April 2026 — SIGNIFICANT WEALTH PARTNERS LLC reports 251-500 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
55
February 2024 — SIGNIFICANT WEALTH PARTNERS INC. is now doing business as SIGNIFICANT WEALTH PARTNERS LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
58
February 2024 — SIGNIFICANT WEALTH PARTNERS LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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