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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Harbor frontier
- Established Date
- 04-30-2004
- Office Locations
- 5
Office Locations
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
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
PETER DOMINIC RECCHIA
Founder & President
- CRD
- #2908442
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
RITA DIANA BUNCH
Financial Advisor
- CRD
- #1882042
HALLY MARIA DUNN
Financial Advisor
- CRD
- #2477548
Capital peak
Foundation vertex
- CRD
- #34393
Showing 2 of 11 contacts
Unlock allAssets Under Management
| 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
| 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 | Q2 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 |