15 Wealth Advisors Llc
- Regulatory AUM
- $481M
- Discretionary
- $481M
- Clients
- 687
- Avg AUM / client
- $701K
- Accounts
- 687
- Employees
- 15
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Sep 09, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 537 | $160M | 33.3% |
| High net worth individuals | 150 | $321M | 66.7% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Miranda O'keefe | Registered representative | Apr 2026 (0y) | ||
| David Charles Grimm | Registered representative | Apr 2026 (0y) | ||
| John Thomas Graham | Registered representative | Jun 2026 (0y) | ||
| Christopher Ek Hassell | Registered representative | Jul 2026 (0y) | ||
| Matthew Michael Liggett | Registered representative | Jul 2026 (0y) | ||
| Bradley A. Bruna | Registered representative | Chartered Financial Consultant | Jul 2026 (0y) | |
| Jeffrey Mark Hughes | Registered representative | Jul 2026 (0y) | ||
| Jeffrey P Feinendegen | Registered representative | Jul 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/14/2026 | 958 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- LPL Financial $481M (100% of AUM) Aug 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Sep 09, 2026.
View current Form ADV (SEC/IAPD) ↗