W
$20.2M Total AUM
$20.2M Disc. AUM
-- 3Y CAGR
1 Employees
14 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-15-2017
- Office Locations
- 1
Office Locations
-- Western Springs IL
About Wentsel Wealth Management, LLC
Wentsel Wealth Management, LLC is a fee-only, fiduciary RIA founded by Scott Wentsel after 30+ years in the investment industry. The firm provides personalized financial planning and investment advice for individuals, families, and businesses, emphasizing low-cost investment options and modern, virtual-first engagement via an online client dashboard. Custodies with Charles Schwab.
Team overview
62 AVG AGE
$20.2M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
9.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
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Custodian
Available
Investment Themes
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Investment Vehicles
Available
Services
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Technology
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Owner & Executives
S
SCOTT ALLEN WENTSEL
Chief Compliance Officer, Investment Advisor, President
- CRD
- #1667497
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,244,111 | -- |
| Non-Discretionary | $0 | -- |
| Total | $20,244,111 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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