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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

DILLOW WEALTH MANAGEMENT LLC

CRD 313192

OAK BROOK, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:910bf874-5f3a-9218-c1de-dea99e0a1a56

Data as of Feb 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:04 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 7
On other graphs: 0
Observed: Mar 2, 2021 to Feb 25, 2026
14 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $106MItem 5.F on the latest filing (2026-02-25); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $96.6M
Private client RAUM: $106MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $53.1Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 2
Advisory employees: 1
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 147
Individual clients: 4
High net worth clients: 14
Custody, client assets: $15.9M
SEC number: 801-120686
CRD: 313192
Filings on the tape: 14
First filed: Mar 2, 2021
Latest filed: Feb 25, 2026
Organised: Limited Liability Company, DE

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
TIMOTHY LOUIS DILLOW	Certified Financial Planner	Oak Brook, IL	5	23	7	no
Ian Peter Dillow	n/a	OAK BROOK, IL	0	11	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
DILLOW, TIMOTHY, LOUIS	Manager	E	yes	04/2020	Apr 1, 2021	Sep 25, 2024
DILLOW, TIMOTHY, LOUIS	CHIEF COMPLIANCE OFFICER	Na	yes	04/2021	Apr 1, 2021	Sep 25, 2024
HUGHES, CHRISTOPHER, LEE	Member	E	yes	08/2014	Apr 1, 2021	Sep 25, 2024
PBF WEALTH LLC	Manager	E	yes	04/2021	Apr 1, 2021	Sep 25, 2024
PTPS, LLC	Member	B	no	04/2021	Apr 1, 2021	Sep 25, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Feb 25, 2026	$106M	$96.6M	2	1	n/a	n/a
2024	Mar 4, 2025	$221M	$79.0M	4	2	n/a	n/a
2023	Mar 22, 2024	$169M	$80.1M	2	2	n/a	n/a
2022	Mar 20, 2023	$106M	$56.9M	2	2	n/a	n/a
2021	Feb 23, 2022	$103M	$103M	1	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$106M	$221M	-51.9%	$106M	0.0%	2	4	0	0

Relationships

Affiliated with (2)

← CYPRESS INVESTMENT MANAGEMENT, LLCRegistered adviserother investment adviser, common control
factForm ADV
← CYPRESS WEALTH MANAGEMENTRegistered adviserother investment adviser, common control
factForm ADV

Registered with (2)

← Ian Peter DillowAdvisorregistration: current employment
Mar 7, 2026 to presentfactForm ADV
← TIMOTHY LOUIS DILLOWAdvisorregistration: current employment
Apr 9, 2021 to presentfactForm ADV

Controls (3)

← HUGHES, CHRISTOPHER, LEEOwnerMEMBER, ownership code E, individual
Apr 1, 2021 to Sep 25, 2024factForm ADV
← DILLOW, TIMOTHY, LOUISOwnerMANAGER, ownership code E, individual
Apr 1, 2021 to Sep 25, 2024factForm ADV
← PBF WEALTH LLCOwnerMANAGER, ownership code E, domestic entity
Apr 1, 2021 to Sep 25, 2024factForm ADV

Owns (1)

← PTPS, LLCOwnerMEMBER, ownership code B, domestic entity
Apr 1, 2021 to Sep 25, 2024factForm ADV

Dated events

Occurred
Feb 25, 2026
Regulatory AUM changed
Dillow Wealth Management Llc reported RAUM $106.3M, down 52% from $221.0M (2025-10-14 to 2026-02-25)
Form ADVobserved 5 days ago
$-115M
Occurred
Sep 25, 2024
Control person left
Allan John Staab (Member) no longer on Schedule A of Dillow Wealth Management Llc (listed 2024-03-22, absent 2024-09-25)
Form ADVobserved 5 days ago
Occurred
Apr 1, 2021
Control person left
Adam Daniel Bernstein (Chief Compliance Officer) no longer on Schedule A of Dillow Wealth Management Llc (listed 2021-03-02, absent 2021-04-01)
Form ADVobserved 5 days ago
Occurred
Apr 1, 2021
Control person joined
Louis Timothy Dillow (Chief Compliance Officer) appeared on Schedule A of Dillow Wealth Management Llc
Form ADVobserved 5 days ago
Occurred
Apr 1, 2021
Control person joined
Allan John Staab (Member) appeared on Schedule A of Dillow Wealth Management Llc
Form ADVobserved 5 days ago
Occurred
Apr 1, 2021
Control person joined
Lee Christopher Hughes (Member) appeared on Schedule A of Dillow Wealth Management Llc
Form ADVobserved 5 days ago
Occurred
Mar 2, 2021
First Form ADV filing
Silos Advisors, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:910bf874-5f3a-9218-c1de-dea99e0a1a56
First observed: Mar 2, 2021
Last observed: Feb 25, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

DILLOW WEALTH MANAGEMENT LLC

CRD 313192

OAK BROOK, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:910bf874-5f3a-9218-c1de-dea99e0a1a56

Data as of Feb 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:04 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

TIMOTHY LOUIS DILLOW

Certified Financial Planner

Oak Brook, IL

Ian Peter Dillow

n/a

OAK BROOK, IL

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DILLOW, TIMOTHY, LOUIS

Manager

yes

04/2020

Apr 1, 2021

Sep 25, 2024

DILLOW, TIMOTHY, LOUIS

CHIEF COMPLIANCE OFFICER

yes

04/2021

Apr 1, 2021

Sep 25, 2024

HUGHES, CHRISTOPHER, LEE

Member

yes

08/2014

Apr 1, 2021

Sep 25, 2024

PBF WEALTH LLC

Manager

yes

04/2021

Apr 1, 2021

Sep 25, 2024

PTPS, LLC

Member

04/2021

Apr 1, 2021

Sep 25, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 25, 2026

$106M

$96.6M

n/a

2024

Mar 4, 2025

$221M

$79.0M

n/a

2023

Mar 22, 2024

$169M

$80.1M

n/a

2022

Mar 20, 2023

$106M

$56.9M

n/a

2021

Feb 23, 2022

$103M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$106M

$221M

-51.9%

$106M

0.0%