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MCDONNELL WEALTH MANAGEMENT, LLC

dba MCDONNELL CAPITAL MANAGEMENT · CRD 164252 · Registered Investment Adviser

MCDONNELL WEALTH MANAGEMENT, LLC is a Registered Investment Adviser headquartered in FRANKFORT, IL. The firm reports $166,690,509 in regulatory assets under management across 467 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$162,398,300
Non-discretionary$4,292,209
Total RAUM$166,690,509
Accounts467

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 164252. adviserinfo.sec.gov/firm/summary/164252.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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