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Taipan Wealth Advisors, LLC (Chicago)


Taipan Wealth Advisors, LLC is a large advisory firm based in Chicago. It manages $30 million of regulatory assets for 23 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Illinois and Minnesota.

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Taipan Wealth Advisors provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Taipan Wealth Advisors: assets under management

The assets under management (AUM) of Taipan Wealth Advisors, LLC is $30 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -88% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $30 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.3 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Taipan Wealth Advisors, LLC for their services and products based on a percentage of assets under management, hourly charges, commissions, and performance-based fees. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Chicago

The principal office where Taipan Wealth Advisors, LLC performs its advisory services is located at 8770 West Bryn Mawr Ave, Chicago, IL 60631, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 773-867-8675 or by fax 773-305-2718. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.taipanadvisors.com.


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