15 Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, business succession planning, education planning, estate planning, insurance, and tax planning. Financial planning was provided to 51–100 clients last fiscal year.
15 Wealth Advisors reports 687 clients. They include 537 individual clients and 150 high-net-worth individuals. Of its assets, 100.0% ($481M across 687 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $481M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 78% | 33% |
| High-net-worth individuals | 22% | 67% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 537 | $160M | 33.3% | $298K |
| High-net-worth individuals | 150 | $321M | 66.7% | $2.14M |
| Total | 687 | $481M | 100% | $701K |
- Clients
- 537
- Regulatory AUM
- $160M
- AUM share
- 33.3%
- Avg. per client
- $298K
- Clients
- 150
- Regulatory AUM
- $321M
- AUM share
- 66.7%
- Avg. per client
- $2.14M
Total
- Clients
- 687
- Regulatory AUM
- $481M
- AUM share
- 100%
- Avg. per client
- $701K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
15 Wealth Advisors charges up to 2.00% a year for its Investment Advisory Fees. The fee is billed in arrears and is negotiable. The brochure also prices 3 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning Fees
- One-time planning fee up to $10,000, ongoing subscription of $250 to $10,000 a year, or hourly consulting up to $500 an hour.
- Plan-Level Retirement Plan Consulting
- Negotiated annual fee of $0 to $60,000 for plan-level retirement plan and pension consulting, billed to the employer or plan.
- Workplace Financial Planning Benefit
- Up to $900 per eligible employee per year, billed to the employer.
Wealthfusion, LLC owns 75% or more of 15 Wealth Advisors and is in turn owned by Jeffrey Feinendegen (75% or more). The leadership team of 15 Wealth Advisors includes Chief Compliance Officer Miranda O'Keefe. It has 15 employees, 13 of them in advisory roles.
Leadership
- Miranda O'KeefeChief Compliance Officer
Investment adviser representatives
9 representatives listed in the SEC register as of 9 October 2026.
Staff
- 15 employees
- 13 in advisory functions
- 13 state-registered reps
- 15 broker-dealer reps
- 12 insurance agents
- Owns 75% or more of 15 Wealth Advisors LLC
Wealthfusion, LLC
Control person · since January 2026
- Owns 75% or more of Wealthfusion, LLC
Jeffrey Feinendegen
Control person · since January 2026
Besides its headquarters, 15 Wealth Advisors has 2 offices (1 private residence, listed without an address), with 2 listed addresses in Illinois and Texas.
Illinois · 1 listed address
- 291 N Archer Ave, MundeleinHQ
Texas · 1 listed address
- 24 Greenway Plaza, Houston
Contact and registration details
- Legal name
- 15 Wealth Advisors LLC
- Headquarters
- 291 N Archer Ave, Mundelein, IL 60060
- Website
- Not reported
- Phone
- 847-735-7103
- SEC file
- 801-135695
- Founded
- 2026
- Structure
- Illinois LLC
- Fiscal year end
- December
15 Wealth Advisors uses LPL Financial ($481M) as custodian for its separately managed accounts. 15 Wealth Advisors does not have custody of client assets.
- LPL FinancialLPL Financial LLC · Greenwich, CT · $481M100%
At year end, 15 Wealth Advisors’ separately managed accounts were mostly in stocks (74%) and funds (21%).
What the accounts hold
- Stocks74%
- Funds21%
- Bonds3%
- U.S. government and agency bonds1%
- State and local bonds1%
- Investment grade corporate bonds1%
- Cash2%
How many clients does 15 Wealth Advisors have?
15 Wealth Advisors has 687 clients and manages $481 million for them, as of September 2026. They include 537 individual clients and 150 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 9 September 2026
What services does 15 Wealth Advisors offer?
15 Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, business succession planning, education planning, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does 15 Wealth Advisors charge?
15 Wealth Advisors charges up to 2.00% a year for its Investment Advisory Fees. The fee is billed in arrears and is negotiable.
Source: FORM ADV PART 2A- 15 WEALTH ADVISORS LLC, filed 9 September 2026
Which custodians does 15 Wealth Advisors use?
15 Wealth Advisors’ separately managed account assets are held at LPL Financial LLC (Greenwich, CT), with $481M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 9 September 2026
How many financial advisors does 15 Wealth Advisors have?
15 Wealth Advisors has 13 investment adviser representatives registered with state securities authorities, out of 15 employees, and 13 perform investment advisory functions. 15 employees are registered representatives of a broker-dealer and 12 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does 15 Wealth Advisors invest in?
At the end of its last fiscal year, 15 Wealth Advisors’ separately managed accounts held 74% exchange-traded equities, 21% pooled vehicles (private funds and similar), 2% cash and equivalents, 1% U.S. government and agency bonds, 1% state and local bonds and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns 15 Wealth Advisors?
15 Wealth Advisors is owned through a holding company by Jeffrey Feinendegen. Its direct owner is Wealthfusion, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 9 September 2026
How does 15 Wealth Advisors get paid?
15 Wealth Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is 15 Wealth Advisors registered with the SEC?
Yes, 15 Wealth Advisors has been registered with the SEC as an investment adviser since 25 March 2026. Its CRD number is 337459 and its SEC file number is 801-135695.
Source: Form ADV Part 1A, Item 1, filed 9 September 2026; IAPD firm record
How do I contact 15 Wealth Advisors?
15 Wealth Advisors’ main office is at 291 N Archer Ave, Mundelein, IL 60060. Its phone number is 847-735-7103.