Trader Wealth Management (TWM) is an independent Registered Investment Advisor (RIA). Initially designed to help traders with their unique financial needs, TWM has developed into an elite resource for successful professionals and high net worth individuals. Whether a client needs a single service or an all-encompassing plan, we have the experience and ability to handle each financial need. We are a firm that offers comprehensive services focused on developing a personal relationship with you. This enables us to provide customized investment management and financial planning, efficient tax preparation and forward-looking retirement and estate planning that addresses your personal objectives and goals. Because we are an independent, specialized, boutique firm we offer unbiased advice and products tailored to your unique situation and are always available to you.
View Top Employees from Trader Wealth ManagementWebsite | https://www.traderwm.com/ |
Revenue | $19.6 million |
Employees | 5 (0 on RocketReach) |
Founded | 2008 |
Address | 509 W Old Northwest Hwy, Barrington, Illinois 60010, US |
Phone | (312) 697-2950 |
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Industry | Financial Services, Business Services General, Business Services |
Competitors | Beacon Private Wealth Management, Schreader Wealth Management |
SIC | SIC Code 87 Companies, SIC Code 73 Companies, SIC Code 736 Companies, SIC Code 874 Companies |
NAICS | NAICS Code 5611 Companies, NAICS Code 56 Companies, NAICS Code 561 Companies, NAICS Code 561110 Companies, NAICS Code 56111 Companies |
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The Trader Wealth Management annual revenue was $19.6 million in 2024.
Trader Wealth Management is based in Barrington, Illinois.
The NAICS codes for Trader Wealth Management are [5611, 56, 561, 561110, 56111].
The SIC codes for Trader Wealth Management are [87, 73, 736, 874].