SourcingSourcing

15 WEALTH ADVISORS LLC

C31
CRD 337459·SEC 801-135695·MUNDELEIN, IL
AUM
$0
<$25M
Est. Revenue
$0
@ 1% on AUM
Est. EBITDA
$0
@ 30% margin
Est. Deal Value
$0
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
15 WEALTH ADVISORS LLC
CRD
337459
SEC file #
801-135695
EIN
—
DBA names
—

Economics

AUM
$0
AUM band
<$25M
AUM trajectory
—
Client mix
—

Operations

Employees (total)
9
Advisory staff (per ADV)
7
Advisory staff (5-yr trend)
—
Primary office
MUNDELEIN IL
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/25/2026
ADV-W filed at
—
Website
15wealth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
FEINENDEGEN, JEFFREY, P
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
FEINENDEGEN, JEFFREY, P
O'KEEFE, MIRANDA
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
15WEALTH.COM
Rdap Domain Creation Date
2025-06-26T21:37:41Z
Rdap Firm Age Years
1
Rdap Firm Age Band
<5y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3158
Soi Zip Pct 200k Plus
0.1032
Soi Zip Returns 200k Plus
1960
Soi Zip Total AGI
2,268,816
Fdic Zip Total Deposits
21,129,327,000
Fdic Zip Branch Count
421
Fdic Zip Top Banks
JPMorgan Chase Bank, National Association
First Midwest Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
1
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
E*trade4
Fdic Zip Branches Raw
First of America Bank-Northeast Illinois, National AssociationMundelein, IL
Wauconda National Bank and Trust CompanyMundelein, IL
Fdic Zip HHI
462.14
Fdic Zip Top Bank Share Pct
9.14
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-06-26T21:37:41Z
Rdap Domain Last Changed
2025-06-26T21:37:41Z
Rdap Nameservers
Ns71.domaincontrol.comNs72.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI51,397
Returns4,240
Stub 2
AGI145,103
Returns3,890
Stub 3
AGI175,580
Returns2,860
Soi Zip Total Business Income
40,914
Soi Zip Total Cap Gains
418,622
Soi Zip Total Dividends
52,620
Soi Zip Total Returns
19,000
Top Owner CRD
4202523
Trust Company Affiliate
No

People (3)

3
FEINENDEGEN, JEFFREY, P
Direct Owner · 87.5%
4202523
O'KEEFE, MIRANDA
IAR · Executive Officer · 2.5%
2750070
David Charles Grimm
IAR
8248845