M
CRD: 336851
MC Wealth Advisors LLC
Chicago, IL
7082323071
$2.2M Total AUM
$82.3K Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-12-2025
- Office Locations
- 1
Office Locations
-- Chicago IL
About MC Wealth Advisors LLC
MC Wealth Advisors LLC is a Chicago-based RIA. The firm has been operating for 0 years. Managing $2.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Charitable Giving, Estate Planning.
Team overview
-- AVG AGE
$2.2M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
0.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
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Asset Classes
Capital unison
Client Personas
Glacier
Investment Themes
Pioneer Pioneer alpha
Investment Vehicles
Optima meridian Radial ridge
Services
Wave vertex Momentum optima Pioneer Eagle Frontier legacy Focus Vector Optima bridge
Owner & Executives
M
MATTHEW STEPHEN CHODOSH
Managing Member
- CRD
- #5937225
- Ownership
- 75% or more
(746) 638-2966
quantum.optima@signalcapital.com
in linkedin.com/in/delta-optima
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $82,298 | -- |
| Non-Discretionary | $2,111,551 | -- |
| Total | $2,193,849 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,193,849
Equity - Exchange:
70.1% Public Funds:
16.8% Cash:
13.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,891,618,305 | 70.1% |
| Public Funds | $932,656,027 | 16.8% |
| Cash | $727,249,641 | 13.1% |
| Total | $5,551,523,973 | 100.0% |