15 Wealth Advisors Llc
SEC-registered
Wealth Manager · Small ($100M–$1B)
CRD 337459
· SEC file 801-135695
· Mundelein, IL
· www.15wealth.com
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ADV data as of Jul 24, 2026
- Regulatory AUM
- $481M
- Discretionary
- $481M
- Clients
- 687
- Avg AUM / client
- $701K
- Accounts
- 687
- Employees
- 14
AUM over time
$0
$481M
Dec 2025
Jul 2026
Annual snapshots from Form ADV filings · as of Jul 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 537 | $160M | 33.3% |
| High net worth individuals | 150 | $321M | 66.7% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Miranda O'keefe | Registered representative | Apr 2026 (0y) | ||
| David Charles Grimm | Registered representative | Apr 2026 (0y) | ||
| John Thomas Graham | Registered representative | Jun 2026 (0y) | ||
| Christopher Ek Hassell | Registered representative | Jul 2026 (0y) | ||
| Matthew Michael Liggett | Registered representative | Jul 2026 (0y) | ||
| Bradley A. Bruna | Registered representative | Chartered Financial Consultant | Jul 2026 (0y) | |
| Jeffrey Mark Hughes | Registered representative | Jul 2026 (0y) | ||
| Jeffrey P Feinendegen | Registered representative | Jul 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/14/2026 | 958 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 24, 2026.
View current Form ADV (SEC/IAPD) ↗