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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

SIGNIFICANT WEALTH PARTNERS LLC

CRD 293060

CARY, 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:c8a3efc6-3053-0ad0-3cbd-c2a2e4b6d277

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:58 PM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 6
On other graphs: 0
Observed: Apr 25, 2023 to Mar 31, 2026
17 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=true bd_reps=0.0 bank_owner=false
Regulatory AUM: $126MItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $126M
Private client RAUM: $126MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $31.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 8
Advisory employees: 5
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 851
Individual clients: 831
High net worth clients: 14
SEC number: 801-128037
CRD: 293060
Filings on the tape: 17
First filed: Apr 25, 2023
Latest filed: Mar 31, 2026
Organised: Limited Liability Company, IL

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
BRIAN WILLIAM ATKINS	n/a	CARY, IL	8	18	3	no
Alayna Leuzé	n/a	CARY, IL	7	23	1	no
David Christopher Leuze	n/a	CARY, IL	7	10	1	no
Joshua Lynn Lang	n/a	CARY, IL	4	10	1	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
ATKINS, BRIAN, WILLIAM	President	D	yes	01/2018	Apr 25, 2023	Nov 8, 2024
Smith, Stephen, Richard	Shareholder	D	yes	01/2018	Apr 25, 2023	Nov 8, 2024
CHRISTOPHER, KELLY, MELISSA	CHIEF COMPLIANCE OFFICER	Na	no	04/2024	May 7, 2024	Nov 8, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
ATKINS AND ASSOCIATES LLC	n/a	n/a	n/a	Y	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Schaumburg	IL	United States	3	no
Lincolnshire	IL	United States	2	no
DOWNERS GROVE	IL	United States	1	no

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; showing 3 of 4

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$126M	$126M	8	5	2	n/a	n/a
2024	Apr 30, 2025	$248M	$248M	7	6	2	n/a	n/a
2023	Jan 16, 2024	$200M	$200M	7	6	3	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	2	-2	50.0%	0	0	0	0	2

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	$126M	$248M	-49.2%	n/a	n/a	8	7	2	2

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
CAPITAL MANAGEMENT CONSULTANTS, INC.	2	Jan 10, 2019	Aug 28, 2018	CARY, IL	Team lift out	RIA to RIA	40.0%
KINGSVIEW WEALTH MANAGEMENT, LLC	2	Dec 4, 2017	Jul 10, 2018	CARY, IL	Team lift out	Other	7.1%

Relationships

Affiliated with (1)

← WEALTH BUILDER FUNDS LLCRegistered adviserother investment adviser, common control
factForm ADV

Registered with (9)

← Joshua Lynn LangAdvisorregistration: current employment
Jul 20, 2022 to presentfactForm ADV
← David Christopher LeuzeAdvisorregistration: current employment
Aug 29, 2019 to presentfactForm ADV
← Alayna LeuzéAdvisorregistration: current employment
Feb 7, 2019 to presentfactForm ADV
← BRIAN WILLIAM ATKINSAdvisorregistration: current employment
Jun 5, 2018 to presentfactForm ADV
← Stephen Richard SmithAdvisorregistration: previous registration
Jul 12, 2018 to Jan 15, 2026factForm ADV
← Scott Robert SmithAdvisorregistration: previous registration
Aug 28, 2018 to Jan 15, 2026factForm ADV
← JARVIS MAXWELL REEVESAdvisorregistration: previous registration
Aug 19, 2021 to Sep 15, 2022factForm ADV
← Michael J GraftAdvisorregistration: previous registration
Jul 10, 2018 to Jun 8, 2021factForm ADV
← LAWRENCE EDWARD GATZAdvisorregistration: previous registration
Jul 10, 2018 to Dec 11, 2020factForm ADV

Owns (1)

← CHRISTOPHER, KELLY, MELISSAOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
May 7, 2024 to Nov 8, 2024factForm ADV

Controls (2)

← ATKINS, BRIAN, WILLIAMOwnerPRESIDENT, ownership code D, individual
Apr 25, 2023 to Nov 8, 2024factForm ADV
← Smith, Stephen, RichardOwnerSHAREHOLDER, ownership code D, individual
Apr 25, 2023 to Nov 8, 2024factForm ADV

Moved with (2)

← CAPITAL MANAGEMENT CONSULTANTS, INC.Registered adviser2 advisors, team lift out, same day
Jan 10, 2019 to Aug 28, 2018factForm ADV
← KINGSVIEW WEALTH MANAGEMENT, LLCRegistered adviser2 advisors, team lift out, same day
Dec 4, 2017 to Jul 10, 2018factForm ADV

Dated events

Occurred
Mar 31, 2026
Regulatory AUM changed
Significant Wealth Partners Llc reported RAUM $126.1M, down 49% from $248.0M (2026-01-16 to 2026-03-31)
Form ADVobserved 5 days ago
$-122M
Occurred
Jan 15, 2026
Advisor changed firm
Scott Robert Smith left Significant Wealth Partners Llc for Stephen Smith Financial Inc. (registered 2025-12-04)
Form ADVobserved 5 days ago
Occurred
Jan 15, 2026
Advisor changed firm
Stephen Richard Smith left Significant Wealth Partners Llc for Wealth Builder Funds Llc (registered 2024-01-10)
Form ADVobserved 5 days ago
Occurred
Jan 31, 2024
Succession filed (Item 4)
Significant Wealth Partners Inc. reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 5 days ago
Occurred
Apr 25, 2023
First Form ADV filing
Significant Wealth Partners Inc. filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago
Occurred
Sep 15, 2022
Advisor changed firm
Jarvis Maxwell Reeves left Significant Wealth Partners Llc for Clarity Financial (registered 2026-01-01)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c8a3efc6-3053-0ad0-3cbd-c2a2e4b6d277
First observed: Apr 25, 2023
Last observed: Mar 31, 2026 5 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.

SIGNIFICANT WEALTH PARTNERS LLC

CRD 293060

CARY, 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:c8a3efc6-3053-0ad0-3cbd-c2a2e4b6d277

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:58 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

BRIAN WILLIAM ATKINS

n/a

CARY, IL

Alayna Leuzé

n/a

CARY, IL

David Christopher Leuze

n/a

CARY, IL

Joshua Lynn Lang

n/a

CARY, IL

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ATKINS, BRIAN, WILLIAM

President

yes

01/2018

Apr 25, 2023

Nov 8, 2024

Smith, Stephen, Richard

Shareholder

yes

01/2018

Apr 25, 2023

Nov 8, 2024

CHRISTOPHER, KELLY, MELISSA

CHIEF COMPLIANCE OFFICER

04/2024

May 7, 2024

Nov 8, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

ATKINS AND ASSOCIATES LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Schaumburg

United States

Lincolnshire

United States

DOWNERS GROVE

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$126M

n/a

2024

Apr 30, 2025

$248M

n/a

2023

Jan 16, 2024

$200M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-2

50.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$126M

$248M

-49.2%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

CAPITAL MANAGEMENT CONSULTANTS, INC.

Jan 10, 2019

Aug 28, 2018

CARY, IL

Team lift out

RIA to RIA

40.0%

KINGSVIEW WEALTH MANAGEMENT, LLC

Dec 4, 2017

Jul 10, 2018

CARY, IL

Team lift out

Other

7.1%