# Karstens Wealth

> Karstens Wealth is a state-registered investment advisory firm in Oak Brook, IL, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated July 11, 2022.

- CRD: 321646
- Filed as: KARSTENS WEALTH
- Legal name: Karstens Wealth LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Oak Brook, IL
- Filing period: October 2026
- Form ADV filing dated: July 11, 2022
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/321646
- AdvisorCensus page: https://advisorcensus.com/firm/karstens-wealth-oak-brook-il-321646

## Quick answers

**How is Karstens Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Karstens Wealth reports these compensation arrangements: a percentage of assets under its management; subscription fees (for a newsletter or periodical); fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

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

**Is Karstens Wealth registered with the SEC or a state?**
Karstens Wealth is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 321646.

**How much does Karstens Wealth manage?**
Karstens Wealth reports $2,860,000 in regulatory assets under management in its Form ADV filing dated July 11, 2022 (100% discretionary).

**What types of clients does Karstens Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (13); high net worth individuals (1).

**Does Karstens Wealth 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/321646

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $2,860,000
- Discretionary: $2,860,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 13 | $360,000 |
| High net worth individuals | 1 | $2,500,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- karstensfinancial.com
- karstenswealth.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Karstens Wealth (CRD 321646): Form ADV filing data as of October 2026.