Karstens Wealth

Public-record details

Address

1415 W 22nd St Tower Floor, Oak Brook, IL 60523

Phone

(833) 657-8400

Listed under

Financial planning, Flat / fixed fees, % of assets managed

Legal name

Karstens Wealth LLC

CRD number

321646

Registration

State registered: IL

Compensation (Form ADV 5.E)

Percentage of assets under management; Subscription fees; Fixed fees

Commissions

None reported (Form ADV Item 5.E)

Services (Form ADV 5.G)

Financial planning; Portfolio management for individuals/small businesses; Selection of other advisers; Educational seminars/workshops

Regulatory assets under management

$2.9 million

Accounts managed

13

Clients reported (Form ADV 5.D)

14

Individual / high-net-worth clients

13 / 1

Employees

1

Other business activities (Form ADV 6.A)

Also active as: insurance broker or agent

Disclosures reported on Form ADV

None reported

Latest Form ADV filing

2022-07-11

State registered (IL) investment adviser, CRD 321646, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

• SEC IAPD summary for CRD 321646 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
• FINRA BrokerCheck — look up the individual advisers at this firm.
• Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.