1
$481.5M Total AUM
$481.5M Disc. AUM
-- 3Y CAGR
14 Employees
687 ADV. Clients
0 yrs Firm Age
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Request a Free TrialFirm 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
Available
Available
Available
Available
Available
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
Chief Executive Officer, Managing Partner
- CRD
- #4202523
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 4 owners & executives
Unlock allContacts
J
John Thomas Graham
President
- CRD
- #7871183
Available
Available
Available
P
Patrick Yore Graham
Advisor
- CRD
- #7939045
Available
Available
Available
Showing 2 of 9 contacts
Unlock allAssets 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
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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