Trader Wealth Management, LLC

Overview

Trader Wealth Management, LLC is a state registered investment adviser based in Barrington, IL, registered since 2008. It reports $93.5M in assets under management across 325 accounts, with 3 employees. It has 3 investment adviser representatives.

Reported AUM

$93.5M

Discretionary

72%

Accounts

325

Average account

$288K

Employees

3

Advisory reps

3

Registered since

2008

Jurisdictions

2

As reported in the firm's April 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges, Other Fees, Percentage of Assets and Performance-Based Fees

Executive officers 1 of 1

• William Charles Herr Manager CRD 2447542

Advisory reps 3 of 3

• Terrence Michael Burke Investment Adviser Rep CRD 6640216
• Molly Elizabeth Gadbury Investment Adviser Rep CRD 7545146
• William C Herr Insurance Agent · Investment Adviser Rep CRD 2447542

Location

Headquarters

509 W Old Northwest Hwy Ste 509
Barrington, IL 60010

County

Lake

Metro area

Chicago-Naperville-Elgin, IL-IN-WI

Region

Midwest

Registrations

• State registered
• Registered in 2 jurisdictions
• Website: traderwm.com

Every state, with registration dates

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