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- Custodian
- Assetmark · Charles Schwab & Company · Pershing
- Clients
- Retail and Institutional
- Platforms
- Focus
- Established Date
- 06-24-2020
- Office Locations
- 1
Office Locations
About Polaris Wealth Management, LLC
Polaris Wealth Management is an Illinois-based RIA focused on comprehensive financial planning—tax, retirement, insurance, estate and debt—built around a discovery process centered on clients’ family, legacy and health goals. The firm emphasizes normalizing financial planning in communities historically impacted by socioeconomic inequities. Portfolios are implemented with diversified allocations using ETFs, mutual funds and fixed income, with custody options such as Schwab.
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Owner & Executives
ERIC DALE GRANT
Managing Member
- CRD
- #1960689
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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RICHARD BYRON CHEW
Director
- CRD
- #5657521
Felicia Lynn Gates
Financial Advisor, General Partner
- CRD
- #2317644
Pioneer peak
Capital peak
- CRD
- #75025
Showing 2 of 5 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,727,794 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,727,794 | -- |
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Separately Managed Accounts
Total SMA Asset: $13,727,794
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $170,278,812 | 9.9% |
| Equity - Exchange | $326,797,721 | 19.0% |
| Cash | $330,237,697 | 19.2% |
| Corporate - Investment Grade | $256,278,213 | 14.9% |
| Municipal Bonds | $151,358,944 | 8.8% |
| U.S. Government/Agency | $297,557,925 | 17.3% |
| Corporate - Non-Investment Grade | $187,478,693 | 10.9% |
| Total | $1,719,988,005 | 100.0% |