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POLARIS WEALTH MANAGEMENT, LLC
CRD 305777
1020 PARK DR, #213, FLOSSMOOR, IL, 60422, United States
Phone
312-951-2606
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$13.7M
Discretionary AUM
$13.7M
Team
5 total employees; 5 advisory reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 156 | $7.0M |
| Pension/profit sharing plans | 7 | $6.7M |
All web addresses on file
Official SEC filing: View on IAPD