# The Wealthy Parent

> The Wealthy Parent is a state-registered investment advisory firm in Chicago, IL, registered since 2023, with no regulatory assets under management reported in its Form ADV filing dated March 23, 2026.

- CRD: 326157
- Filed as: THE WEALTHY PARENT
- Legal name: The Wealthy Parent LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Chicago, IL
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/326157
- AdvisorCensus page: https://advisorcensus.com/firm/the-wealthy-parent-chicago-il-326157

## Quick answers

**How is The Wealthy Parent compensated?**
On its Form ADV (Item 5.E, October 2026), The Wealthy Parent reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees).

**Where is The Wealthy Parent located?**
The Wealthy Parent's principal office is in Chicago, IL, according to its Form ADV.

**Is The Wealthy Parent registered with the SEC or a state?**
The Wealthy Parent is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 326157.

**Does The Wealthy Parent 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/326157

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Advisory services (Item 5.G)
- Financial planning services
- Educational seminars/workshops

### Firm details
- Registered since: 2023 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- thewealthyparent.com
- thewealthyparent.substack.com
- Instagram @thekellypalmer
- LinkedIn @thewealthyparent
- LinkedIn @kellylavieri
- Threads @thekellypalmer

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The Wealthy Parent (CRD 326157): Form ADV filing data as of October 2026.