Hedge Fund Database

CAHILL WEALTH MANAGEMENT, LLC

Adviser information for CAHILL WEALTH MANAGEMENT, LLC last updated from Form ADV on March 14th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Michigan, United States

Employees

Total Number of Employees 4
Investment Advisory/Research 2
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 2
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 975 $378.3M
Non-Discretionary 0 $0
Total 975 $378.3M

Clients

Type Number RAUM
Individuals 21 $9.0M
HNW Individuals 99 $369.4M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 101-250

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businesses
Compensation % of AUMHourly charges

Identifiers

SEC RIA File Number 801-64009
SEC ERA File Number 801-64009
SEC CIK Numbers 1927960
SEC CRD Numbers 134508
Legal Entity Identifier None

Principal Office

5831 OAKLAND DRIVE
PORTAGE
MI
United States
Monday - Friday, 9:00AM - 5:00PM
Tel: 269-321-6600, Fax: 269-321-8498

Websites

www.cahillwealth.com

Chief Compliance Officer

RYAN DEVLIN CAHILL
MANAGING MEMBER
5831 OAKLAND DRIVE
PORTAGE
MI
United States
Tel: 269-321-6600
Fax: 269-321-8498
(Full email address available in API data)

Regulatory Contact

VERONICA DARLINGTON
CERTIFIED FINANCIAL PLANNER
5831 OAKLAND DRIVE
SUITE 207
PORTAGE
MI
United States
Tel: 269-321-6600
Fax: 269-321-8498
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
CAHILL, RYAN, DEVLIN Individual – MANAGING MEMBER/CHIEF COMPLIANCE OFFICER 03/2007 50-75%
CAHILL, LISA, ANN Individual – MANAGING MEMBER 02/2015 50-75%

No. Employees, Historic

105020192020202120222023202420253 on 4/25/20193 on 3/10/20203 on 6/30/20203 on 3/8/20214 on 2/11/20224 on 3/17/20234 on 10/17/20234 on 12/7/20234 on 12/19/20234 on 3/14/2024

RAUM, Historic

400M200M02019202020212022202320242025230328572 on 4/25/2019257791344 on 3/10/2020257791344 on 6/30/2020293314143 on 3/8/2021329639326 on 2/11/2022321081265 on 3/17/2023321081265 on 10/17/2023321081265 on 12/7/2023321081265 on 12/19/2023378330372 on 3/14/2024

No. Clients, Historic

20010002019202020212022202320242025154 on 4/25/2019164 on 3/10/2020164 on 6/30/2020174 on 3/8/2021178 on 2/11/2022122 on 3/17/2023122 on 10/17/2023122 on 12/7/2023122 on 12/19/2023120 on 3/14/2024

Holdings

From latest 13F, filed August 13th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ALPHABET INC CAP STK CL A 412K 2K –
AMAZON COM INC COM 670K 3K –
APPLE INC COM 4M 19K –
AQUESTIVE THERAPEUTICS INC COM 308K 119K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 496K 1K –
CLEARPOINT NEURO INC COM 1M 244K –
COSTCO WHSL CORP NEW COM 225K 265 –
DIMENSIONAL ETF TRUST INTL CORE EQT MK 4M 149K –
DIMENSIONAL ETF TRUST US CORE EQUITY 2 16M 488K –
DIMENSIONAL ETF TRUST INTL SMALL CAP E 559K 23K –
DIMENSIONAL ETF TRUST US CORE EQT MKT 736K 20K –
DIMENSIONAL ETF TRUST US SMALL CAP VAL 7M 246K –
DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 1M 57K –
DIMENSIONAL ETF TRUST US SMALL CAP ETF 1M 19K –
DIMENSIONAL ETF TRUST INTL CORE EQUITY 2M 84K –
DIMENSIONAL ETF TRUST EMERGING MKTS CO 1M 54K –
EXPION360 INC COM 44K 44K –
INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 2M 49K –
ISHARES TR RUS 1000 GRW ETF 605K 2K –
ISHARES TR RUS MD CP GR ETF 309K 3K –
ISHARES TR CORE S&P MCP ETF 7M 125K –
ISHARES TR CORE MSCI EAFE 294K 4K –
ISHARES TR CORE S&P SCP ETF 9M 87K –
ISHARES TR CORE S&P500 ETF 67M 123K –
ISHARES TR CORE US AGGBD ET 3M 30K –
ISHARES TR EAFE SML CP ETF 879K 14K –
ISHARES TR 20 YR TR BD ETF 3M 30K –
MASTERCARD INCORPORATED CL A 911K 2K –
SCHWAB STRATEGIC TR US BRD MKT ETF 1M 23K –
SPDR S&P 500 ETF TR TR UNIT 3M 6K –
SPDR SER TR PORTFOLI S&P1500 2M 33K –
STRYKER CORPORATION COM 2M 4K –
TRANSMEDICS GROUP INC COM 409K 3K –
VANGUARD BD INDEX FDS INTERMED TERM 2M 26K –
VANGUARD BD INDEX FDS TOTAL BND MRKT 4M 58K –
VANGUARD INDEX FDS MCAP GR IDXVIP 599K 3K –
VANGUARD INDEX FDS TOTAL STK MKT 10M 37K –
VANGUARD INDEX FDS SMALL CP ETF 878K 4K –
VANGUARD INDEX FDS S&P 500 ETF SHS 557K 1K –
VANGUARD INDEX FDS SM CP VAL ETF 378K 2K –
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 471K 8K –
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 233K 5K –
VANGUARD SCOTTSDALE FDS LG-TERM COR BD 243K 3K –
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 437K 6K –
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 795K 16K –
VIKING THERAPEUTICS INC COM 667K 13K –
XPEL INC COM 267K 8K –
ZOETIS INC CL A 252K 1K –