4wealth Advisors, Inc.
4Wealth Advisors, Inc. is an SEC registered investment advisory firm headquartered in Burr Ridge, Illinois. Founded in 2004, the firm delivers comprehensive personalized investment advisory services to individuals and families. With a staff of approximately 11 professionals that includes Chartered Financial Analysts, Certified Financial Planners, and a CPA, the firm emphasizes a fiduciary standard and operates on a transparent fee-only structure. 4Wealth Advisors serves clients seeking dedicated and experienced financial guidance, leveraging several decades of combined advisor experience.
Investment Strategy
4Wealth Advisors, Inc. adopts a personalized, client-focused approach with diversified portfolios across equities, fixed income, and alternative investments based on individual client goals and risk tolerance. The firm's investment philosophy stresses fiduciary responsibility, transparency, and use of evidence-based management. Advisors leverage professional designations and over thirty years of expertise to design ongoing, holistic wealth strategies tailored to each client, acting in their clients' best interest while maintaining fee transparency. The firm avoids commission-based products and prefers a fee-only model, which aligns its interests with those of its clients.
Top Holdings
Equity Positions (128)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MPRO | NORTHERN LTS FD TR IV | 4.53% | $4.5M | 149,895 | $28.64 | $29.78 | +$248.3K |
J JEPI | J P MORGAN EXCHANGE TRADED F | 3.85% | $3.8M | 66,746 | $57.50 | $56.85 | +$411 |
N NVDA | NVIDIA CORPORATION | 3.22% | $3.2M | 20,079 | $131.43 | $157.99 | +$1.0M |
V VGSH | VANGUARD SCOTTSDALE FDS | 2.91% | $2.9M | 48,698 | $58.23 | $58.78 | +$89.1K |
V VCIT | VANGUARD SCOTTSDALE FDS | 2.66% | $2.6M | 31,545 | $80.53 | $82.92 | +$94.8K |
Options Positions (3)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
Q QQQ | INVESCO QQQ TR | Bought | Put | $1.7M | 30 | $551.64 | $521.63 | +14 | +$904.6K |
S SPY | SPDR S&P 500 ETF TR | Sold | Put | $494.3K | 8 | $617.85 | $586.08 | -4 | -$177.0K |
G GLD | SPDR GOLD TR | New | Put | $61.0K | 2 | $304.83 | $304.83 | +2 | +$61.0K |