# Dillow Wealth Management LLC

> 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.

- CRD: 313192
- Filed as: DILLOW WEALTH MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Oak Brook, IL
- Filing period: October 2026
- Form ADV filing dated: February 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/313192
- AdvisorCensus page: https://advisorcensus.com/firm/dillow-wealth-management-llc-oak-brook-il-313192

## Quick answers

**How is Dillow Wealth Management LLC compensated?**
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).

**What does Dillow Wealth Management LLC's brochure say about its fees?**
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.

**Where is Dillow Wealth Management LLC located?**
Dillow Wealth Management LLC's principal office is in Oak Brook, IL, according to its Form ADV.

**Is Dillow Wealth Management LLC registered with the SEC or a state?**
Dillow Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 313192.

**How much does Dillow Wealth Management LLC manage?**
Dillow Wealth Management LLC reports $106,259,140 in regulatory assets under management in its Form ADV filing dated February 25, 2026 (91% discretionary).

**How have Dillow Wealth Management LLC's assets and staff changed since 2021?**
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.

**What types of clients does Dillow Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (14); individuals (other than high net worth individuals) (4).

**Which custodians does Dillow Wealth Management LLC use?**
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.

**Does Dillow Wealth Management LLC report any disciplinary disclosures?**
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

**Does Dillow Wealth Management LLC state an account minimum?**
Its Form ADV Part 2A brochure dated February 25, 2026 says: "Dillow Wealth Management generally does not impose a minimum relationship size."

**What changed in Dillow Wealth Management LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $221,000,000 to $106,259,140 (-52%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 25, 2026)

- Asset-based fee: 0.3% to 1% a year (a range, as the brochure states it)

> 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.

- Account minimum: None

> Dillow Wealth Management generally does not impose a minimum relationship size.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $106,259,140
- Discretionary: $96,624,184
- Non-discretionary: $9,634,956

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 4 | $437,414 |
| High net worth individuals | 14 | $105,821,726 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL, LA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- dillowwealth.com
- dillowwealthmanagement.com
- LinkedIn @tim-dillow-cfp®-91950123

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $107,200,000 | 1 | August 27, 2021 |
| October 2022 | $103,000,000 | 1 | February 23, 2022 |
| October 2023 | $106,200,000 | 2 | March 20, 2023 |
| October 2024 | $168,600,000 | 2 | September 25, 2024 |
| October 2025 | $221,000,000 | 4 | March 4, 2025 |
| October 2026 | $106,259,140 | 2 | February 25, 2026 |

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.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $221,000,000 to $106,259,140 (-52%).

### December 2025
- Employees performing advisory functions went from 2 to 1.

### November 2025
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Dillow Wealth Management LLC (CRD 313192): Form ADV filing data as of October 2026.