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IOLITE ASSET MANAGEMENT

CHICAGO, IL · CRD 338911 · IAPD ↗ · rcmwa.com · 866-903-1822

$0Regulatory AUM
4Advisory reps
4Employees
0Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
December 2025 — IOLITE ASSET MANAGEMENT (CHICAGO, IL) is newly SEC-registered with $0 RAUM and 4 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.