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RIA / WealthRegistered adviserstate registeredstate registeredRAUM under $100M

TRADER WEALTH MANAGEMENT, LLC

CRD 147190

BARRINGTON, 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:ec40b89c-1d19-953d-3056-22a5182e02fc

Data as of Apr 7, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:55 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 1
Observed: Apr 7, 2026 to Apr 7, 2026
1 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Trader Wealth Management, LLC

Intermediary · shared crd

Facts

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

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Regulatory AUM: $93.5MItem 5.F on the latest filing (2026-04-07); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $67.2M
Private client RAUM: $93.5MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Employees: 3
Advisory employees: 2
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 325
Individual clients: 56
High net worth clients: 49
Custody, client assets: $25.0M
CRD: 147190
Filings on the tape: 1
First filed: Apr 7, 2026
Latest filed: Apr 7, 2026
Organised: Limited Liability Company, IL
Website: traderwm.com

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
William Charles Herr	Certified Financial Planner	OAK BROOK, IL \| BARRINGTON, IL	17	36	2	no
Terrence Michael Burke	n/a	Barrington, IL \| OAK BROOK, IL	10	10	n/a	no
Molly Elizabeth Gadbury	Chartered Financial Consultant	BARRINGTON, IL \| Pontiac, IL	2	10	n/a	no

Relationships

Registered with (4)

← Molly Elizabeth GadburyAdvisorregistration: current employment
Jul 23, 2024 to presentfactForm ADV
← Terrence Michael BurkeAdvisorregistration: current employment
May 5, 2016 to presentfactForm ADV
← William Charles HerrAdvisorregistration: current employment
Oct 14, 2008 to presentfactForm ADV
← Kyle BuffoAdvisorregistration: previous registration
Feb 28, 2012 to Nov 30, 2016factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ec40b89c-1d19-953d-3056-22a5182e02fc
First observed: Apr 7, 2026
Last observed: Apr 7, 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.

TRADER WEALTH MANAGEMENT, LLC

CRD 147190

BARRINGTON, 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:ec40b89c-1d19-953d-3056-22a5182e02fc

Data as of Apr 7, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:55 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

William Charles Herr

Certified Financial Planner

OAK BROOK, IL | BARRINGTON, IL

Terrence Michael Burke

n/a

Barrington, IL | OAK BROOK, IL

n/a

Molly Elizabeth Gadbury

Chartered Financial Consultant

BARRINGTON, IL | Pontiac, IL

n/a