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- Custodian
- Assetmark · Charles Schwab & Company · Pershing
- Clients
- Retail and Institutional
- Platforms
- --
- 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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 5 advisory representatives and 163 clients, or 32.6 clients per representative. That equates to $84.2K in reported AUM per client.
The profile lists 1 reported office location and 6 years in operation. The source data was last updated on May 29, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
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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
Showing 2 of 5 contacts
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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
SMA allocation detail is available
Polaris Wealth Management, LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.