CRD: 293060
Significant Wealth Partners LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-05-2018
- Office Locations
- 1
Office Locations
About Significant Wealth Partners LLC
Significant Wealth Partners is an Illinois RIA providing comprehensive financial planning and investment management, with a focus on tax-efficient retirement income, Social Security optimization, and estate and education planning. Portfolios are built with an objective, diversified approach and are typically custodied at Charles Schwab. The firm differentiates with no-obligation “Significant Wealth” educational seminars and an active YouTube education library.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
BRIAN WILLIAM ATKINS
Associate, Managing Member, President
- CRD
- #6100366
- Ownership
- Less than 5%
KELLY MELISSA CHRISTOPHER
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
Joshua Lynn Lang
Financial Advisor
- CRD
- #7088559
Alayna Leuzé
Financial Advisor
- CRD
- #6942439
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $126,064,762 | $148,137 |
| Non-Discretionary | $0 | -- |
| Total | $126,064,762 | $148,137 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing