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STENGER FAMILY OFFICE, LLC

NAPERVILLE, IL · CRD 325089 · IAPD ↗ · 630-912-8295

$734.9MRegulatory AUM
7Advisory reps
10Employees
3Clients
More than 500Planning clients
0Private funds
26States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

76
March 2026 — STENGER FAMILY OFFICE, LLC reports More than 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
53
January 2026 — STENGER FAMILY OFFICE, LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
December 2025 — STENGER FAMILY OFFICE, LLC crossed $500M in regulatory AUM ($433.4M -> $521.5M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
47
April 2025 — STENGER FAMILY OFFICE, LLC notice-filed in CO, UT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2025 — STENGER FAMILY OFFICE, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
61
April 2025 — STENGER FAMILY OFFICE, 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
65
April 2025 — STENGER FAMILY OFFICE, LLC reported RAUM up 35% ($320.8M -> $433.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2025 — STENGER FAMILY OFFICE, LLC grew from 5 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
April 2024 — STENGER FAMILY OFFICE, LLC notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
67
April 2024 — STENGER FAMILY OFFICE, LLC reported RAUM up 50% ($181.2M -> $271.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
71
April 2024 — STENGER FAMILY OFFICE, LLC grew from 2 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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