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DILLOW WEALTH MANAGEMENT LLC

OAK BROOK, IL · CRD 313192 · IAPD ↗ · 224-330-9662

$106.3MRegulatory AUM
1Advisory reps
2Employees
0Clients
1-10Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
March 2026 — DILLOW WEALTH MANAGEMENT LLC reported RAUM down 52% ($221.0M -> $106.3M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
45
December 2025 — DILLOW WEALTH MANAGEMENT LLC moved its main office from OAKBROOK TERRACE, IL to OAK BROOK, IL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
61
March 2025 — DILLOW WEALTH MANAGEMENT LLC reported RAUM up 31% ($168.6M -> $221.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
66
April 2024 — DILLOW WEALTH MANAGEMENT LLC reported RAUM up 59% ($106.2M -> $168.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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