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BARZIDEH & NADEAU WEALTH MANAGEMENT LLC

BARRINGTON, IL · CRD 334876 · IAPD ↗ · bnwealth.com · 847-780-2980

$44.6MRegulatory AUM
2Advisory reps
3Employees
0Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
wealthSegment
120-Day ApprovalSEC status

Filing changes

60
August 2025 — BARZIDEH & NADEAU WEALTH MANAGEMENT LLC (BARRINGTON, IL) left the SEC roster — its 120-day provisional registration did not convert (was $44.6M 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
65
July 2025 — BARZIDEH & NADEAU WEALTH MANAGEMENT LLC now reports custody of client assets ($12.5M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
95
April 2025 — BARZIDEH & NADEAU WEALTH MANAGEMENT LLC (BARRINGTON, IL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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