# Joseph Wealth Management, LLC

> Joseph Wealth Management, LLC is a state-registered investment advisory firm in Forest Park, IL, registered since 2020, reporting under $25 million in regulatory assets under management in its Form ADV filing dated July 16, 2026.

- CRD: 309996
- Filed as: JOSEPH WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Forest Park, IL
- Filing period: October 2026
- Form ADV filing dated: July 16, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/309996
- AdvisorCensus page: https://advisorcensus.com/firm/joseph-wealth-management-llc-forest-park-il-309996

## Quick answers

**How is Joseph Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Joseph Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Joseph Wealth Management, LLC located?**
Joseph Wealth Management, LLC's principal office is in Forest Park, IL, according to its Form ADV.

**Is Joseph Wealth Management, LLC registered with the SEC or a state?**
Joseph Wealth Management, LLC is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 309996.

**How much does Joseph Wealth Management, LLC manage?**
Joseph Wealth Management, LLC reports $17,612,218 in regulatory assets under management in its Form ADV filing dated July 16, 2026 (100% discretionary).

**What types of clients does Joseph Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (104); corporations or other businesses not listed above (6); charitable organizations (4).

**Does Joseph 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/309996

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $17,612,218
- Discretionary: $17,612,218
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 104 | $4,411,297 |
| High net worth individuals | 2 | $3,697,335 |
| Charitable organizations | 4 | $9,496,972 |
| Corporations or other businesses not listed above | 6 | $6,614 |

### 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
- Other

### Firm details
- Registered since: 2020 (6 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, GA, IL, SC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- josephwealthmanagement.com
- josephwealthmanagement.com/faithandfinance
- Facebook @josephwealthmgt
- Instagram @josephwealthmgt
- LinkedIn @joseph-wealth-management
- X @josephwealthmgt
- YouTube @JosephWealthMgt
- YouTube youtube.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Joseph Wealth Management, LLC (CRD 309996): Form ADV filing data as of October 2026.