DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

15 Wealth Advisors LLC

Independent wealth managerMundelein, IllinoisCRD 337459SEC 801-135695websiteIAPD
Latest filing Sep 9, 2026
First filing on the tape Mar 25, 2026 · 5 filings
SEC status approved since Mar 25, 2026
RAUM
$481M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$481M individuals and HNW
Advisors
9
registered through the firm on IAPD
RAUM per advisor
$53.5M
derived; firm RAUM over IAPD count
Employees
15
13 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
0
reported on Schedule D
History
5 filings and snapshots on the tape
RAUM$481M as of Aug 21, 2026
Mar 25, 2026$0 then
HNW client RAUM$321M as of Aug 21, 2026
Jul 24, 2026$321M then
State-registered IARs (5.B.3)13 as of Aug 21, 2026
Mar 25, 20267 then
Employees (5.A)15 as of Aug 21, 2026
Mar 25, 20269 then
Private funds: no history
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Sep 9, 2026; every figure names its basis
Archetypes, each a printed rule
  • HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
  • Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
  • Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets
RAUM per advisor
$53.5MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
76derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$2.1MderivedHNW RAUM over HNW clients
Average account
$700,849derivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.7derivedItem 5.A over advisors
Advisors per office
3.0derived3 offices incl. principal (1.F.5)
RAUM growth, one year
unknownderivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, hourly, fixed feesreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, pension consulting, selection of other advisersreportedItem 5.G
Wrap fee program
$481MreportedItem 5.I
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • compensates persons for client referrals (8.G.1)
  • compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • High-net-worth individuals$321M67%
  • Individuals$160M33%
Individual clients
537reported
HNW clients
150reported
Pension plan clients
0reported
Charitable clients
0reported
Accounts
687reported
Financial planning clients
51-100reported
Wrap fee programs
$0 sponsored, $0 managedreported
Custody of client assets
noreported
Compensation
% of AUM, fixed, hourlyreported
Class basis
private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=15.0derived
Advisors registered through the firm
9 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
Miranda O'KeefeHouston, TxApr 2, 202630 y4
David Charles GrimmMundelein, Il Apr 7, 202627 y0
John Thomas GrahamMundelein, IlJun 26, 202612 y1
Christopher Ek HassellMundelein, Il Jul 1, 202610 y2
Matthew Michael LiggettMundelein, IlJul 1, 202617 y0
Bradley A. BrunaChartered Financial ConsultantMundelein, Il Jul 16, 202625 y2
Jeffrey P FeinendegenMundelein, IlJul 16, 202626 y2
Jeffrey Mark HughesMundelein, IlJul 16, 202631 y7
Patrick Yore GrahamMundelein, IlJul 22, 202610 y1
Advisor movement
0 left, 7 joined in 12 months
net +7 in 12 months0 left in 90 days6 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
    Joined, latest
    Every departureEvery arrival
    Teams: two or more advisors moving together within fourteen days, from one state
      Teams outTeams in
      Private funds
      No private fund reported.
      Owners and control persons
      Schedule A and B, latest filing
      • A. Bradley Bruna · Coocontrol
        since 01/2026 · owns less than 5%
      • P Jeffrey Feinendegen · Ceocontrol
        since 01/2026 · owns less than 5%
      • Mark Jeffrey Hughes · Cdocontrol
        since 01/2026 · owns less than 5%
      • Miranda O'Keefe · Chief Compliance Officercontrol
        since 01/2026 · owns less than 5%
      Entity owners
      • Wealthfusion, LLC · Owner
        direct · owns 75% or more
      Related persons
      Schedule D 7.A
      No related person reported.
      Office movement
      IAPD branch city; joins and departures in 12 months
      OfficeAdvisorsJoinedLeftTeams outForming
      Mundelein, Il · principal880
      Houston, Tx330
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      • Financial planning clients · 51-100 to 51-100
        Aug 21, 2026 to Sep 9, 2026
      • Succession · false to unset
        Aug 21, 2026 to Sep 9, 2026
      • Advisory employees · 12 to 13
        Jul 24, 2026 to Aug 21, 2026
      • Advisory activities · 3 to 4
        Jul 24, 2026 to Aug 21, 2026
      • BD registered reps · 14 to 15
        Jul 24, 2026 to Aug 21, 2026
      • Employees · 14 to 15
        Jul 24, 2026 to Aug 21, 2026
      • State-registered IARs · 12 to 13
        Jul 24, 2026 to Aug 21, 2026
      • Accounts · 0 to 687
        May 14, 2026 to Jul 24, 2026
      • Advisory employees · 7 to 12
        May 14, 2026 to Jul 24, 2026
      • BD registered reps · 9 to 14
        May 14, 2026 to Jul 24, 2026
      • Charity clients · unset to 0.0
        May 14, 2026 to Jul 24, 2026
      • Corporate clients · unset to 0.0
        May 14, 2026 to Jul 24, 2026
      • HNW clients · unset to 150.0
        May 14, 2026 to Jul 24, 2026
      • Individual clients · unset to 537.0
        May 14, 2026 to Jul 24, 2026
      • Pension plan clients · unset to 0.0
        May 14, 2026 to Jul 24, 2026
      • Pooled vehicle clients · unset to 0.0
        May 14, 2026 to Jul 24, 2026
      • Employees · 9 to 14
        May 14, 2026 to Jul 24, 2026
      • Financial planning clients · 0 to 51-100
        May 14, 2026 to Jul 24, 2026
      • State-registered IARs · 7 to 12
        May 14, 2026 to Jul 24, 2026
      • Discretionary RAUM · $0 to $481M
        May 14, 2026 to Jul 24, 2026
      • HNW RAUM · unset to 321253187.0
        May 14, 2026 to Jul 24, 2026
      • Individual RAUM · unset to 160230160.0
        May 14, 2026 to Jul 24, 2026
      • Pension RAUM · unset to 0.0
        May 14, 2026 to Jul 24, 2026
      • Pooled vehicle RAUM · unset to 0.0
        May 14, 2026 to Jul 24, 2026
      • RAUM · $0 to $481M
        May 14, 2026 to Jul 24, 2026
      • Related adviser · true to false
        May 14, 2026 to Jul 24, 2026
      Signals
      1 dated events
      • 6 advisors left Tsfg, LLC (Lake Forest, IL) for 15 Wealth Advisors LLC on the same day
        Jul 30, 2026 · Team lift-out · derived
      Across DFX
      shared identifiers only, never a name match
      No identifier-backed link to the venture, private equity, family office or sponsor graphs.
      How to reach
      public business contact points only, each with its source
      Website
      15wealth.comreportedpublic record, Form ADV, Sep 17, 2026
      Principal office phone
      847-735-7103reportedpublic record, Form ADV, Sep 9, 2026
      Provenance
      Form ADV
      SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
      Advisors
      IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
      Class
      Independent wealth managerderiveda rule over Items 5.D and 7.A
      RAUM per advisor
      $53.5Mderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026