Factor Wealth Management
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 104708
- SEC number
- 801-34937
- Firm type
- RIA
- Assets under management
- $781.0M as of Jun 8, 2026
- Website
- www.linkedin.com/company/factorwealth ↗
- Phone
- (312) 644-5040
- Address
- 980 N Michigan Avenue, Chicago, IL, 60611
Advisors at this firm
5 in our index · page 1 of 1
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John Monahan BurnsCRD 6677158 · Chicago, ILIA RegisteredRegistration inactive
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Brett Larson GrossmanCRD 7979274 · Chicago, ILIA Registered
-
Randolph Charles HardyCRD 4736108 · Chicago, ILIA Registered
-
Ryan Marc RobertsonCRD 7309576 · Chicago, ILIA RegisteredRegistration inactive
-
Elena SargentCRD 6426107 · Chicago, ILIA Registered
1–5 of 5
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 104708 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.