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Kollar Wealth Advisors, LLC

Kollar Wealth Advisors, LLC. CRD 152243

Kollar Wealth Advisors, LLC logo

CRD: 152243

Kollar Wealth Advisors, LLC

Northbrook, IL, 60062
8472914300
www.kollarwealthadvisors.com
$12.4M Total AUM
$12.4M Disc. AUM
-- 3Y CAGR
1 Employees
40 ADV. Clients
16 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Vanguard
Clients
Retail
Platforms
Quantum capitalCrest oak
Established Date
11-01-2009
Office Locations
1

Office Locations

ONE Northbrook Place 5 Revere Drive, Suite 200 Northbrook IL

About Kollar Wealth Advisors, LLC

Kollar Wealth Advisors, LLC helps primarily retirees navigate retirement income planning, inflation, taxes, and rising healthcare costs through tailored financial planning and portfolio management. The firm emphasizes long-term, risk-aware asset allocation using vehicles such as ETFs and mutual funds, and can incorporate insurance and legacy/estate planning as needed. Custody includes Charles Schwab and Vanguard.

Team overview

57 AVG AGE
$12.4M AVG AUM / ADVISOR
$310.8K AVG AUM / CLIENT
16.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age

Insights

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Asset Classes

Peak insight Pioneer peak Insight

Client Personas

Catalyst beacon Timber Vector wave Optima

Custodian

Insight Atlas pioneer Wave crest Ember Fusion atlas Alpha Optima wave

Investment Themes

Vertex Capital pioneer Momentum focus

Investment Vehicles

Alpha Optima

Platform

Timber

Services

Eagle Meridian Catalyst Vital Capital Ridge Vital wave Bridge Delta Zenith

Technology

Zenith north Frontier

Owner & Executives

MARK AUGUSTINE KOLLAR

MARK AUGUSTINE KOLLAR

Chief Compliance Officer, Wealth Advisor

CRD
#2183640
Ownership
75% or more
(364) 412-8525
catalyst.vertex@fusioncapital.com
in linkedin.com/in/prime-frontier
E

ELAINE KOLLAR

Senior Advisor

CRD
--
Ownership
Less than 5%
(745) 391-5314
catalyst.unison@embercapital.com
in linkedin.com/in/delta-pioneer

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $12,430,926 --
Non-Discretionary $0 --
Total $12,430,926 --

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Separately Managed Accounts

Total SMA Asset: $12,430,926

$12.4M Total SMA
Public Funds:
30.1%
Equity - Exchange:
40.0%
Cash:
29.9%
Asset class Assets Assets %
Public Funds $1,210,586,063 30.1%
Equity - Exchange $1,608,752,243 40.0%
Cash $1,202,542,302 29.9%
Total $4,021,880,608 100.0%

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