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Mundelein, IL Office

Team
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15 Wealth Advisors LLC logo

15 Wealth Advisors LLC

Team

Firm-wide stats for 15 Wealth Advisors LLC

Total advisors

9

Across 3 offices

Clients per advisor

76 High

Avg AUM per client

$700,849 Low

HNW client ratio

22% Low

About

15 Wealth Advisors serves individual and high‑net‑worth clients as well as pension and corporate clients, providing investment advisory services, financial planning, and employer planning engagements. Each service is documented under a separate written agreement, and clients can engage any combination of the firm’s three service lines independently.

The firm offers discretionary portfolio management that is tailored to client goals and risk profiles, relying primarily on ETFs and using model allocations alongside customized recommendations; it may allocate to third‑party managers, private funds, and, on a limited basis, options strategies. 15 Wealth describes a multi‑disciplinary investment process that includes fundamental, quantitative, technical, and modern‑portfolio‑theory approaches, and emphasizes ongoing monitoring and fair allocation across client accounts.

What is distinctive about 15 Wealth compared with many team advisors is its ownership and affiliation structure — the firm is owned by WealthFusion, LLC and is commonly owned with an affiliated insurance agency — and its role as a sponsor of a wrap fee program, arrangements that create referral and compensation relationships not typical for most peers. The firm also requires custody through LPL Financial (limiting available products to LPL‑approved offerings) and provides employer‑level services, including per‑employee workplace financial planning coupled with plan‑level retirement consulting, which together form a broader workplace offering than many similarly sized teams.

Based on 15 Wealth Advisors LLC

Expertise

Retirement income strategy Tax-loss harvesting Annuities Equity compensation tax strategy Business exit / sale strategy

Based on 15 Wealth Advisors LLC

Occupation focus

Founder/Business Owner Executive Self-Employed

Based on 15 Wealth Advisors LLC

Location

291 N Archer Ave

Mundelein IL 60060

Advisors at this office

5

Advisors at this office

user avatar

John G

Series 66

Mundelein, IL

15 Wealth Advisors LLC

John Graham is a financial advisor with 2 years of industry experience, currently affiliated with 15 Wealth Advisors LLC. He holds the Series 66 designation and has worked at LPL Financial, LLC, TSFG, LLC, and 15 Wealth, LLC. Outside of advisory roles, he has experience in the food service industry and education. 15 Wealth Advisors serves individual, high-net-worth, pension, and corporate clients with investment advisory services, financial planning, and employer planning. The firm employs a multi-disciplinary investment process and offers discretionary portfolio management tailored to client goals, with a distinctive ownership and affiliation structure that includes sponsoring a wrap fee program and providing employer-level financial planning services.

Retirement income strategy Tax-loss harvesting Annuities Equity compensation tax strategy Business exit / sale strategy Founder/Business Owner Executive Self-Employed
user avatar

Matthew L

Series 66

Mundelein, IL

15 Wealth Advisors LLC

Matthew Liggett is a financial advisor with 15 Wealth Advisors LLC in Mundelein, IL, holding a Series 66 designation and two years of industry experience. His prior work includes a period as a self-employed advisor from 2009 to 2025 and one year at LPL Financial. 15 Wealth Advisors serves individual, high-net-worth, pension, and corporate clients, offering investment advisory, financial planning, and employer planning services. The firm provides discretionary portfolio management tailored to client goals using a multi-disciplinary investment process and has a distinctive ownership structure that includes WealthFusion, LLC and an affiliated insurance agency.

Retirement income strategy Tax-loss harvesting Annuities Equity compensation tax strategy Business exit / sale strategy Founder/Business Owner Executive Self-Employed
user avatar

Jeffrey H

Series 63, Series 65

Mundelein, IL

15 Wealth Advisors LLC

Jeffrey Hughes is a financial advisor with 30 years of industry experience, currently serving at 15 Wealth Advisors LLC. He holds Series 63 and Series 65 licenses and has previously worked with firms including LPL Financial LLC, Royal Alliance Associates, and American General Financial Advisors. Hughes is involved in multiple business activities related to investment and advisory services. 15 Wealth Advisors serves individual, high-net-worth, pension, and corporate clients, offering investment advisory, financial planning, and employer planning services. The firm employs a multi-disciplinary investment process with discretionary portfolio management tailored to client goals and risk profiles, primarily utilizing ETFs, model allocations, and customized recommendations.

Retirement income strategy Tax-loss harvesting Annuities Equity compensation tax strategy Business exit / sale strategy Founder/Business Owner Executive Self-Employed
user avatar

Jeffrey F

Series 63, Series 66

Mundelein, IL

15 Wealth Advisors LLC

Jeffrey Feinendegen is a financial advisor at 15 Wealth Advisors LLC with 26 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked previously at TSFG, LLC and LPL Financial, LLC. Outside of advising, he is an author of a general book about rules of living and is involved in a garage epoxy flooring dealership. 15 Wealth Advisors serves individual, high-net-worth, pension, and corporate clients by offering investment advisory, financial planning, and employer planning services. The firm uses a multidisciplinary investment process focused on ETFs, model allocations, and customized strategies, and it provides employer-level financial planning and retirement consulting along with its wrap fee program sponsorship and affiliated insurance agency ownership.

Retirement income strategy Tax-loss harvesting Annuities Equity compensation tax strategy Business exit / sale strategy Founder/Business Owner Executive Self-Employed
user avatar

Patrick G

Series 66

Mundelein, IL

15 Wealth Advisors LLC

Patrick Graham is a financial advisor with 2 years of industry experience, currently affiliated with 15 Wealth Advisors LLC. He holds the Series 66 designation and has worked with firms including LPL Financial LLC and TSFG, LLC. His background includes roles outside of finance such as positions at the University of Iowa and in the restaurant industry. 15 Wealth Advisors serves individual, high-net-worth, pension, and corporate clients by providing investment advisory, financial planning, and employer planning services. The firm uses a multi-disciplinary investment process with discretionary portfolio management primarily focused on ETFs, model allocations, and customized recommendations.

Retirement income strategy Tax-loss harvesting Annuities Equity compensation tax strategy Business exit / sale strategy Founder/Business Owner Executive Self-Employed
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