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- Custodian
- Altruist · Morgan Stanley · Truist Bank
- Clients
- Retail
- Platforms
- Horizon unison
- Established Date
- 12-11-2024
- Office Locations
- 1
Office Locations
About Naperville Private Wealth, LLC
Naperville Private Wealth, LLC is a Naperville, IL-based RIA led by Norm Sehnoutka (15+ years in financial services) providing personalized financial planning and wealth management for individuals, families, and business owners. The firm builds goal-based plans for retirement, education, and legacy needs and helps clients navigate market volatility and life transitions. Client access is available via Altruist; portfolios commonly use ETFs and public funds.
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Investment Themes
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Owner & Executives
Norman R Sehnoutka III
Chief Compliance Officer, Owner
- CRD
- #6681641
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,152,827 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,152,827 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,152,827
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,764,176,484 | 34.7% |
| Equity - OTC | $1,258,616,382 | 15.8% |
| Public Funds | $1,067,434,147 | 13.4% |
| Cash | $2,875,699,454 | 36.1% |
| Total | $7,965,926,467 | 100.0% |