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SYSTM WEALTH SOLUTIONS

CHICAGO, IL · CRD 321267 · IAPD ↗ · systmwealth.com · 312-236-1600

$839.2MRegulatory AUM
0Advisory reps
1Employees
0Clients
n/aPlanning clients
0Private funds
53States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
December 2024 — SYSTM WEALTH SOLUTIONS (CHICAGO, IL) left the SEC roster (was $839.2M RAUM, 0 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

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