{
  "crd_number": 313192,
  "slug": "dillow-wealth-management-llc-oak-brook-il-313192",
  "primary_business_name": "DILLOW WEALTH MANAGEMENT LLC",
  "legal_name": "DILLOW WEALTH MANAGEMENT LLC",
  "dbas": [],
  "city": "Oak Brook",
  "state": "IL",
  "country": "United States",
  "cbsa_code": "16980",
  "metro": {
    "cbsa_code": "16980",
    "common_name": "Chicago",
    "msa_name": "Chicago-Naperville-Elgin, IL-IN",
    "path": "/advisors/il/chicago"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-03-31",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-02-25",
  "carried_forward": false,
  "raum_total": 106259140.0,
  "raum_discretionary": 96624184.0,
  "raum_non_discretionary": 9634956.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 2,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 437414.0,
      "count": 4
    },
    "high_net_worth_individuals": {
      "raum": 105821726.0,
      "count": 14
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "IL",
    "LA",
    "TX"
  ],
  "websites": [
    "https://dillowwealth.com",
    "https://dillowwealthmanagement.com",
    "https://linkedin.com/in/tim-dillow-cfp%C2%AE-91950123"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/313192",
  "city_as_filed": "OAK BROOK",
  "url": "https://advisorcensus.com/firm/dillow-wealth-management-llc-oak-brook-il-313192",
  "display_name": "Dillow Wealth Management LLC",
  "summary": "Dillow Wealth Management LLC is an SEC-registered investment advisory firm in Oak Brook, IL, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 25, 2026.",
  "citation": "AdvisorCensus. Dillow Wealth Management LLC (CRD 313192): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Dillow Wealth Management LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Dillow Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "What does Dillow Wealth Management LLC's brochure say about its fees?",
      "a": "Its Form ADV Part 2A brochure dated February 25, 2026 states: Asset-based fee: 0.3% to 1% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Dillow Wealth Management LLC located?",
      "a": "Dillow Wealth Management LLC's principal office is in Oak Brook, IL, according to its Form ADV."
    },
    {
      "q": "Is Dillow Wealth Management LLC registered with the SEC or a state?",
      "a": "Dillow Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 313192."
    },
    {
      "q": "How much does Dillow Wealth Management LLC manage?",
      "a": "Dillow Wealth Management LLC reports $106,259,140 in regulatory assets under management in its Form ADV filing dated February 25, 2026 (91% discretionary)."
    },
    {
      "q": "How have Dillow Wealth Management LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Dillow Wealth Management LLC: Regulatory assets under management: $107,200,000 in the October 2021 data and $106,259,140 in the October 2026 data, down 1%. Total employees: 1 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Dillow Wealth Management LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (14); individuals (other than high net worth individuals) (4)."
    },
    {
      "q": "Which custodians does Dillow Wealth Management LLC use?",
      "a": "Dillow Wealth Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Dillow Wealth Management LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/313192"
    },
    {
      "q": "Does Dillow Wealth Management LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated February 25, 2026 says: \"Dillow Wealth Management generally does not impose a minimum relationship size.\""
    },
    {
      "q": "What changed in Dillow Wealth Management LLC's recent Form ADV filings?",
      "a": "In the March 2026 filing data: Regulatory assets under management went from $221,000,000 to $106,259,140 (-52%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 107200000.0,
      "total_employees": 1,
      "filing_date": "2021-08-27"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 103000000.0,
      "total_employees": 1,
      "filing_date": "2022-02-23"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 106200000.0,
      "total_employees": 2,
      "filing_date": "2023-03-20"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 168600000.0,
      "total_employees": 2,
      "filing_date": "2024-09-25"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 221000000.0,
      "total_employees": 4,
      "filing_date": "2025-03-04"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 106259140.0,
      "total_employees": 2,
      "filing_date": "2026-02-25"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Regulatory assets under management went from $221,000,000 to $106,259,140 (-52%)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Employees performing advisory functions went from 2 to 1."
      ]
    },
    {
      "period": "2025-11-01",
      "period_label": "November 2025",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 25, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.3% to 1% a year",
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.3% to 1% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "Wealth management fees range from 0.30% to 1.00% annually based on several factors, including: the scope and complexity of the services to be provided; the level of assets to be managed; and the overall relationship with the Advisor."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "Dillow Wealth Management generally does not impose a minimum relationship size."
        ]
      }
    ],
    "quotes": [
      "Wealth management fees range from 0.30% to 1.00% annually based on several factors, including: the scope and complexity of the services to be provided; the level of assets to be managed; and the overall relationship with the Advisor.",
      "Dillow Wealth Management generally does not impose a minimum relationship size."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/dillow-wealth-management-llc-oak-brook-il-313192.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 4,
      "fewer_than_5": false,
      "raum": 437414.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 14,
      "fewer_than_5": false,
      "raum": 105821726.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/313192",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}