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PALOS WEALTH ADVISORS, LLC
CRD 154671
7800 W. COLLEGE DR., #2E, PALOS HEIGHTS, IL, 60463, United States
Phone
708-827-5942
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$71.3M
Discretionary AUM
$62.6M
Team
2 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-24
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 72 | $15.2M |
| High net worth individuals | 17 | $56.1M |
Official SEC filing: View on IAPD