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DFG WEALTH MANAGEMENT, LLC
CRD 157751
806 W. BARTLETT ROAD, BARTLETT, IL, 60103, United States
Phone
630-233-6060
Fax
630-372-8842
Registration
— (—)
Source
State registered
Total AUM
$65.0M
Discretionary AUM
$65.0M
Team
3 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 137 | $52.0M |
| High net worth individuals | 6 | $13.0M |
Official SEC filing: View on IAPD