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Fluett Wealth Management LLC (Naperville)


Fluett Wealth Management LLC is a large advisory firm based in Naperville. It manages $122.39 million of regulatory assets for 186 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Illinois and New York.

Fluett Wealth Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Fluett Wealth Management: assets under management

The assets under management (AUM) of Fluett Wealth Management LLC is $122.39 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -10% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $122.39 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $657.99 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Fluett Wealth Management LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Naperville

The principal office where Fluett Wealth Management LLC performs its advisory services is located at 40 Shuman Boulevard Suite 240, Naperville, IL 60563 8465, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 630-753-9900 or by fax 630-753-9909. The normal business hours are 8:30am - 4:30pm on Monday - Friday.


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