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- Custodian
- Ascensus ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-20-2019
- Office Locations
- 1
Office Locations
About SC Wealth Advisors
SC Wealth Advisors is an independent, fiduciary RIA in Illinois focused on helping clients plan for and live through retirement. The firm provides wealth management plus financial, retirement and Social Security planning, Roth IRA conversions, and 401(k)/403(b)/457(b) rollovers, alongside active portfolio management and fixed index annuities. Portfolios skew toward ETFs; Tolerisk risk assessments and Schwab custody support implementation. Featured on WGN-TV and AM560.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
RICHARD M BOREK
Chief Investment Officer, Co-founder, Wealth Management Advisor
- CRD
- #2051694
- Ownership
- 50% but less than 75%
RAJAN BHADRESH SHAH
Chief Compliance Officer, Chief Financial Officer, Co-founder, Wealth Management Advisor
- CRD
- #4243578
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $37,186,685 | -- |
| Non-Discretionary | $0 | -- |
| Total | $37,186,685 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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