{ "crd_number": 321977, "slug": "organize-protect-and-grow-your-wealth-llc-batavia-il-321977", "primary_business_name": "ORGANIZE, PROTECT & GROW YOUR WEALTH, LLC", "legal_name": "ORGANIZE, PROTECT & GROW YOUR WEALTH, LLC", "dbas": [], "city": "Batavia", "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": "state", "registration_status": "APPROVED", "registration_date": "2023-08-21", "years_registered": 3, "period": "2026-10-01", "filing_date": "2026-03-24", "carried_forward": false, "raum_total": 19346000.0, "raum_discretionary": 19346000.0, "raum_non_discretionary": 0.0, "raum_band": "under_25m", "raum_band_label": "Under $25 million", "total_employees": 1, "advisory_employees": 1, "client_count_bucket": "fewer_than_5_in_some_types", "clients_by_type": { "other": { "raum": 0.0, "count": 0 }, "charitable": { "raum": 120000.0, "count": 3, "fewer_than_5": true }, "individuals": { "raum": 5129000.0, "count": 79 }, "banking_thrift": { "raum": 0.0, "count": 0 }, "state_municipal": { "raum": 0.0, "count": 0 }, "insurance_companies": { "raum": 0.0, "count": 0 }, "investment_companies": { "raum": 0.0, "count": 0 }, "pension_profit_sharing": { "raum": 1619000.0, "count": 1, "fewer_than_5": true }, "other_investment_advisers": { "raum": 0.0, "count": 0 }, "high_net_worth_individuals": { "raum": 12381000.0, "count": 21 }, "pooled_investment_vehicles": { "raum": 0.0, "count": 0 }, "corporations_other_businesses": { "raum": 97000.0, "count": 8 }, "business_development_companies": { "raum": 0.0, "count": 0 }, "sovereign_wealth_foreign_official": { "raum": 0.0, "count": 0 } }, "compensation_types": [ "percentage_of_aum" ], "advisory_activities": [ "portfolio_management_individuals" ], "wrap_fee_participant": false, "disclosure_yes_count": 2, "states_registered": [ "IL" ], "websites": [ "https://linkedin.com/in/langnguyencpamba", "https://opgwealth.com" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/321977", "disclosure_items": [ { "item": "11.E(2)", "question": "Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?" }, { "item": "11.E(4)", "question": "Has a self-regulatory organization or a commodities exchange ever disciplined the firm or an advisory affiliate by expelling or suspending it from membership, barring or suspending it from association with other members, or otherwise restricting its activities?" } ], "city_as_filed": "BATAVIA", "url": "https://advisorcensus.com/firm/organize-protect-and-grow-your-wealth-llc-batavia-il-321977", "display_name": "Organize, Protect & Grow Your Wealth, LLC", "summary": "Organize, Protect & Grow Your Wealth, LLC is a state-registered investment advisory firm in Batavia, IL, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.", "citation": "AdvisorCensus. Organize, Protect & Grow Your Wealth, LLC (CRD 321977): Form ADV filing data as of October 2026.", "registration_type_label": "State-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management" ], "advisory_activity_labels": [ "Portfolio management for individuals and/or small businesses" ], "quick_answers": [ { "q": "How is Organize, Protect & Grow Your Wealth, LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Organize, Protect & Grow Your Wealth, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is Organize, Protect & Grow Your Wealth, LLC located?", "a": "Organize, Protect & Grow Your Wealth, LLC's principal office is in Batavia, IL, according to its Form ADV." }, { "q": "Is Organize, Protect & Grow Your Wealth, LLC registered with the SEC or a state?", "a": "Organize, Protect & Grow Your Wealth, LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 321977." }, { "q": "How much does Organize, Protect & Grow Your Wealth, LLC manage?", "a": "Organize, Protect & Grow Your Wealth, LLC reports $19,346,000 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (100% discretionary)." }, { "q": "What types of clients does Organize, Protect & Grow Your Wealth, LLC serve?", "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (79); high net worth individuals (21); corporations or other businesses not listed above (8)." }, { "q": "Does Organize, Protect & Grow Your Wealth, LLC report any disciplinary disclosures?", "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.E(2) (self-regulatory organization's finding of a rule violation) and 11.E(4) (self-regulatory organization's expulsion, suspension, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/321977" } ], "filing_history": [], "recent_changes": [], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/organize-protect-and-grow-your-wealth-llc-batavia-il-321977.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 79, "fewer_than_5": false, "raum": 5129000.0 }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 21, "fewer_than_5": false, "raum": 12381000.0 }, { "type": "banking_thrift", "label": "Banking or thrift institutions", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "investment_companies", "label": "Investment companies", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "business_development_companies", "label": "Business development companies", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "pension_profit_sharing", "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)", "count": 1, "fewer_than_5": true, "raum": 1619000.0 }, { "type": "charitable", "label": "Charitable organizations", "count": 3, "fewer_than_5": true, "raum": 120000.0 }, { "type": "state_municipal", "label": "State or municipal government entities (including government pension plans)", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "other_investment_advisers", "label": "Other investment advisers", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "insurance_companies", "label": "Insurance companies", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "sovereign_wealth_foreign_official", "label": "Sovereign wealth funds and foreign official institutions", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "corporations_other_businesses", "label": "Corporations or other businesses not listed above", "count": 8, "fewer_than_5": false, "raum": 97000.0 }, { "type": "other", "label": "Other", "count": 0, "fewer_than_5": false, "raum": 0.0 } ], "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.", "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/321977", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }