4wealth Advisors, Inc.

4Wealth Advisors, Inc. is an SEC registered investment adviser based in Burr Ridge, Illinois, providing personalized investment advisory services since 2004. The firm offers portfolio management services on a discretionary and non-discretionary basis, tailored to individual client needs. Investment strategies include long-term and short-term purchases, short sales, margin transactions, and option writing. The firm may recommend third-party money managers and pension advisory services, including fiduciary and non-fiduciary services for employee benefit plans under ERISA regulations. Clients typically require a minimum account size of $25,000. Fees are charged quarterly based on account values, with no performance-based fees. The firm does not accept performance-based fees or participate in side-by-side management. Clients have the option to deduct fees directly from their accounts. 4Wealth does not have any reportable disciplinary information and does not receive referral fees from third parties. The firm exercises limited custody over client assets, held with independent custodians. Clients grant investment discretion through signed agreements, and they are responsible for voting on proxies. 4Wealth has no financial commitments impairing its ability to meet obligations.