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15 Wealth Advisors LLC

15 Wealth Advisors LLC. CRD 337459

1

CRD: 337459

15 Wealth Advisors LLC

$481.5M Total AUM
$481.5M Disc. AUM
-- 3Y CAGR
14 Employees
687 ADV. Clients
0 yrs Firm Age

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Firm Details

Custodian
LPL Financial
Clients
Retail
Platforms
Available
Established Date
03-25-2026
Office Locations
3

Office Locations

24 Greenway Plaza STE 1800-O Houston TX
-- Dublin OH
-- Mundelein IL

About 15 Wealth Advisors LLC

15 Wealth Advisors LLC is a Mundelein-based RIA with 3 offices. The firm has been operating for 0 years. Managing $481.5M in total assets under management, with 12 advisory representatives. They custody assets with LPL Financial.

Team overview

51 AVG AGE
$40.1M AVG AUM / ADVISOR
$700.8K AVG AUM / CLIENT
0.1 yrs AVG TENURE
14 Employees
12 Advisory Reps
12 RIA Reps
0yrs Firm Age

Insights

Available
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Asset Classes

Available

Client Personas

Available

CRM

Available

Custodian

Available

Investment Themes

Available

Investment Vehicles

Available

Services

Available

Technology

Available

Owner & Executives

B

BRADLEY A. BRUNA

Chief Operating Officer

CRD
#4260364
Ownership
Less than 5%
Available
Available
Available
JEFFREY P FEINENDEGEN

JEFFREY P FEINENDEGEN

Chief Executive Officer, Managing Partner

CRD
#4202523
Ownership
Less than 5%
Available
Available
Available

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Contacts

J

John Thomas Graham

President

CRD
#7871183
Available
Available
Available
P

Patrick Yore Graham

Advisor

CRD
#7939045
Available
Available
Available

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $481,483,347 --
Non-Discretionary $0 --
Total $481,483,347 --

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Equity - Exchange:
Available
Private Funds:
Available
Cash:
Available
Corporate - Investment Grade:
Available
Municipal Bonds:
Available
U.S. Government/Agency:
Available
Asset class Assets Assets %
Equity - Exchange Available Available
Private Funds Available Available
Cash Available Available
Corporate - Investment Grade Available Available
Municipal Bonds Available Available
U.S. Government/Agency Available Available
Total Available Available

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