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15 WEALTH ADVISORS LLC

MUNDELEIN, IL · CRD 337459 · IAPD ↗ · 15wealth.com · 847-735-7103

$481.5MRegulatory AUM
13Advisory reps
15Employees
0Clients
51-100Planning clients
0Private funds
16States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

73
September 2026 — 15 WEALTH ADVISORS LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
53
August 2026 — 15 WEALTH ADVISORS LLC notice-filed in IA, MN, MO, NC, NY, TN, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
August 2026 — 15 WEALTH ADVISORS LLC reports 51-100 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
73
August 2026 — 15 WEALTH ADVISORS LLC grew from 7 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
95
April 2026 — 15 WEALTH ADVISORS LLC (MUNDELEIN, IL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 7 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.