# Rhodo Wealth Management LLC

> Rhodo Wealth Management LLC is a state-registered investment advisory firm in Geneva, IL, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 9, 2026.

- CRD: 331240
- Filed as: RHODO WEALTH MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Geneva, IL
- Filing period: October 2026
- Form ADV filing dated: March 9, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/331240
- AdvisorCensus page: https://advisorcensus.com/firm/rhodo-wealth-management-llc-geneva-il-331240

## Quick answers

**How is Rhodo Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Rhodo 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 Rhodo Wealth Management LLC located?**
Rhodo Wealth Management LLC's principal office is in Geneva, IL, according to its Form ADV.

**Is Rhodo Wealth Management LLC registered with the SEC or a state?**
Rhodo Wealth Management LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 331240.

**How much does Rhodo Wealth Management LLC manage?**
Rhodo Wealth Management LLC reports $12,171,514 in regulatory assets under management in its Form ADV filing dated March 9, 2026 (100% discretionary).

**What types of clients does Rhodo Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (27); high net worth individuals (3).

**Does Rhodo 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/331240

## 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: $12,171,514
- Discretionary: $12,171,514
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 27 | $6,846,762 |
| High net worth individuals | 3 | $5,324,752 |

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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- 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)
- rhodowealth.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Rhodo Wealth Management LLC (CRD 331240): Form ADV filing data as of October 2026.