# Polaris Wealth Management, LLC

> Polaris Wealth Management, LLC is a state-registered investment advisory firm in Flossmoor, IL, registered since 2020, reporting under $25 million in regulatory assets under management in its Form ADV filing dated May 29, 2026.

- CRD: 305777
- Filed as: POLARIS WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Flossmoor, IL
- Filing period: October 2026
- Form ADV filing dated: May 29, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/305777
- AdvisorCensus page: https://advisorcensus.com/firm/polaris-wealth-management-llc-flossmoor-il-305777

## Quick answers

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

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

**Is Polaris Wealth Management, LLC registered with the SEC or a state?**
Polaris Wealth Management, LLC is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 305777.

**How much does Polaris Wealth Management, LLC manage?**
Polaris Wealth Management, LLC reports $13,727,794 in regulatory assets under management in its Form ADV filing dated May 29, 2026 (100% discretionary).

**What types of clients does Polaris Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (156); pension and profit sharing plans (but not the plan participants or government pension plans) (7).

**Does Polaris 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/305777

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $13,727,794
- Discretionary: $13,727,794
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 156 | $6,991,675 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 7 | $6,736,119 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops

### Firm details
- Registered since: 2020 (6 years)
- Employees: 5 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL, NY, TN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Polaris Wealth Management, LLC (CRD 305777): Form ADV filing data as of October 2026.