$275.3M Total AUM
$132.7M Disc. AUM
16.6% 3Y CAGR
13 Employees
567 ADV. Clients
22 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Harbor frontierPathway eagle +more
- Established Date
- 04-30-2004
- Office Locations
- 5
Office Locations
10710 W. 143rd Street Suite 12 Orland Park IL
10710 W. 143rd Street Suite 12` Orland Park IL
745 Mcclintock Drive Suite 150 Burr Ridge IL
About 4wealth Advisors, Inc.
4Wealth Advisors, Inc. is an Illinois-based advisory firm serving entrepreneurs and other individuals with financial planning, tax and estate planning support, insurance/annuity guidance, and portfolio construction. Portfolios often use ETFs and mutual funds alongside fixed income. 4Wealth also presents itself as a one-stop partner for firms, offering financial management/accounting, marketing, and compliance support, and custodies with Charles Schwab.
Team overview
49 AVG AGE
$27.5M AVG AUM / ADVISOR
$485.5K AVG AUM / CLIENT
9.7 yrs AVG TENURE
13 Employees
10 Advisory Reps
11 RIA Reps
22yrs Firm Age
Insights
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Asset Classes
Unison matrix
Client Personas
Bridge ember
Custodian
Pathway Zenith atlas Radial
Investment Themes
Vertex signal Capital Radial
Investment Vehicles
Legacy North
Services
Radial frontier Summit Capital horizon Signal alpha Momentum delta Wave Crest oak
Technology
Frontier focus Frontier Matrix pioneer Oak north
Owner & Executives
PETER DOMINIC RECCHIA
Founder & President
- CRD
- #2908442
- Ownership
- 75% or more
(229) 435-6683
value.catalyst@pioneercapital.com
in linkedin.com/in/momentum-pioneer
Showing 1 of 1 owners & executives
Unlock allContacts
R
RITA DIANA BUNCH
Financial Advisor
- CRD
- #1882042
(547) 344-5070
crest.catalyst@vectorcapital.com
in linkedin.com/in/pathway-peak
H
HALLY MARIA DUNN
Financial Advisor
- CRD
- #2477548
(646) 595-1939
bridge.atlas@horizoncapital.com
in linkedin.com/in/oak-element
C
Capital peak
Foundation vertex
- CRD
- #34393
(577) 310-6481
vector.momentum@glaciercapital.com
in linkedin.com/in/unison-fusion
Showing 2 of 11 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $132,702,193 | $108,064 |
| Non-Discretionary | $142,576,289 | $4,193,420 |
| Total | $275,278,482 | $218,129 |
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Separately Managed Accounts
Total SMA Asset: $275,278,482
Public Funds:
7.5% Equity - Exchange:
21.1% Cash:
18.8% Municipal Bonds:
8.0% U.S. Government/Agency:
27.4% Corporate - Non-Investment Grade:
17.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $207,909,371 | 7.5% |
| Equity - Exchange | $584,918,364 | 21.1% |
| Cash | $521,159,491 | 18.8% |
| Municipal Bonds | $221,769,996 | 8.0% |
| U.S. Government/Agency | $759,562,236 | 27.4% |
| Corporate - Non-Investment Grade | $476,805,492 | 17.2% |
| Total | $2,772,124,950 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| TIMBER CAPITAL | VERTEX VITAL | 45YV37801 | QSOG | 0.83% | $39,542,184 |
| ELEMENT VITAL | PEAK FRONTIER | 4R1XSR2JP | XYXOT | 4.37% | $48,303,677 |
| RADIAL VITAL VERTEX | OAK ZENITH | 2JMUZLB5K | JTP | 4.32% | $48,265,786 |
| RIDGE TIMBER RADIAL | RADIAL MATRIX | JRD0K3LEE | YUE | 2.29% | $34,910,210 |
| INSIGHT QUANTUM | OAK CATALYST | 83KYB60UW | YHED | 6.85% | $50,773,037 |
| MERIDIAN ATLAS | MATRIX SIGNAL | WWGTS5U6B | RMZH | 4.45% | $113,699,701 |
| RADIAL OAK ELEMENT | NORTH BEACON | IV22GLO4Q | UFXE | 5.16% | $22,041,039 |
| HARBOR CREST | LEGACY GLACIER | CFQ55O6DY | KDX | 8.24% | $116,939,659 |