$2.9M Total AUM
$2.9M Disc. AUM
-- 3Y CAGR
1 Employees
28 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Deutsche Bank · Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-14-2022
- Office Locations
- 1
Office Locations
1415 W 22nd ST Tower Floor OAK Brook IL
About Karstens Wealth
Karstens Wealth is a retail advisory firm in Oak Brook, IL serving business owners and entrepreneurs with financial planning, tax and estate planning coordination, retirement and 529 planning, and portfolio construction/asset management. Client portfolios are primarily ETF-based, with custody relationships that include Charles Schwab and Fidelity.
Team overview
-- AVG AGE
$2.9M AVG AUM / ADVISOR
$102.1K AVG AUM / CLIENT
4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
D
DENNIS JACOB KARSTENS
Insurance Agent
- CRD
- #4369697
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,860,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,860,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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