Accountants Wealth Management Group LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$30,000
Clients
1
Advisors
1
of 1 employees
About
Accountants Wealth Management Group LLC provides discretionary and non‑discretionary asset management to individuals, high‑net‑worth individuals, trusts, estates, and corporations or business entities. The firm documents client goals and risk tolerances, constructs individualized investment strategies, and bills advisory fees on managed assets.
The firm’s investment process emphasizes fundamental analysis and long‑term purchases, with periodic portfolio monitoring, rebalancing, and consideration of tax‑loss harvesting as described in its disclosures. Its brochure also discloses exposure to investment practices that can involve derivatives and borrowing in managed accounts, and explains related market, liquidity, and counterparty risks.
Noteworthy features include the firm’s combined advisor and licensed accounting practice: the managing owner operates an affiliated CPA practice and may offer accounting services to clients, and the firm discloses that it serves corporate or business clients in addition to individuals. The firm is a small, single‑advisor RIA with about $2.03 million in discretionary assets and limits proxy voting to clients (clients receive and vote their own proxies), which distinguishes its operational model from many peers.
Client services
Expertise
Fee options
$0 - $100,000: 1.75% $100,000.01 - $250,000: 1.35% $250,000.01 - $500,000: 1.00% $500,000.01 - $1,000,000: 0.85% $1,000,000.01+: 0.70%
Main office
Des Plaines IL
Advisors at this office
1
Most active in
Illinois
Also doing business as
Accountants Wealth Management Group LLC · Gfa, LLC · Gim, LLC · Grubb Investment Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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