Peter Dominic Recchia

Employer firm

4Wealth Advisors, Inc. CRD 129727

$275M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2012 → Present
  4Wealth Financial Group, Llc
  Burr Ridge, IL
• 12/2012 → Present
  4Wealth Advisors, Inc.
  Burr Ridge, IL

Previous Registrations

• 2003-04-02 → 2013-09-16
  Osaic Wealth, Inc.
  Burr Ridge, IL
• 2001-07-31 → 2002-12-02
  Asset & Financial Planning, Ltd
  Elmwood Park, IL

Other Businesses

1.4WEALTH INSURANCE GROUP, LLC, YES, 745 MCCLINTOCK DRIVE, SUITE 150, BURR RIDGE, IL 60527, AGENT/OWNER, 8, 1, 12/2012, FIXED LIFE INSURANCE, ANNUITIES, AND HEALTH INSURANCE. 2. 4WEALTH CPAS, LLC, NO, 745 MCCLINTOCK DRIVE SUITE #150 BURR RIDGE, IL 60527, OWNER, 2012, 79, 4, PRESIDENT IN AN ACCOUNTING AND TAX PRACTICE. 3. 4WEALTH ADVISORS, LLC, YES, 745 MCCLINTOCK DRIVE, SUITE 150, BURR RIDGE, IL 60527, IAR, 40, 4, 11/04/2003, FEE BASED INVESTMENT ADVISORY SERVICES. 4. 4WEALTH MARKETING, LLC, YES, 745 MCCLINTOCK DRIVE, SUITE 150, BURR RIDGE, IL 60527, OWNER, 1/12/2022, 16, 5, MARKETING SERVICES FOR RELATED COMPANIES AND OUTSIDE BUSINESSES.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-05-09
• S63 Uniform Securities Agent State Law Examination
  1997-09-03

Other Names

• Peter Dominick Recchia
• Peter Dominick Recchia