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Professional Wealth Advisors, LLC Employee Directory

Financial ServicesIllinois, United States51-200 Employees

Professional Wealth Advisors, LLC is a mid-sized financial services firm focused on wealth management. Based in Downers Grove, Illinois, it serves business owners and executives, independent women, and endowments and foundations, offering guidance on strategic financial planning and asset management. Securities and advisory services are provided through LPL Financial, a registered investment adviser that participates in FINRA and SIPC.

In 2022, the firm expanded its leadership with the appointment of Crystal Kolcz as managing director. Its affiliation with LPL Financial situates it within a broader advisory network that supports its client-focused approach.

Find Professional Wealth Advisors, LLC employees' phone numbers or email addresses

Professional Wealth Advisors, LLC Global Highlights

Location
Employees

North America
65

Minus sign iconPlus sign icon
  • United States Of America
    65

Professional Wealth Advisors, LLC's Leadership

  • Senior Managing Partner at Professional Wealth Advisors, LLC
    D. H.
    Senior Managing Partner
    Mobile Phone
  • Owner at Professional Wealth Advisors, LLC
    J. P.
    Owner
    Mobile Phone
  • Partner | Wealth Advisor at Professional Wealth Advisors, LLC
    R. K. C.
    Partner | Wealth Advisor
    Mobile Phone
  • Director at Professional Wealth Advisors, LLC
    J. D.
    Director
    Mobile Phone
  • Director Of Training at Professional Wealth Advisors, LLC
    M. B.
    Director Of Training
    Mobile Phone
  • Director Special Needs Services at Professional Wealth Advisors, LLC
    R. G.
    Director Special Needs Services
    Mobile Phone
  • Senior Operations Manager at Professional Wealth Advisors, LLC
    D. N.
    Senior Operations Manager
    Mobile Phone
  • Registered Administrative Assistant at Professional Wealth Advisors, LLC
    B. S. C.
    Registered Administrative Assistant
    Mobile Phone

Professional Wealth Advisors, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Other
  • Accounting
  • Support

Contact profiles from Professional Wealth Advisors, LLC

Name
Title
Contact
Location
Last Update
  • Senior Managing Partner at Professional Wealth Advisors, LLC
    D. H.
    Senior Managing Partner
    Mobile Phone
    Oct 17, 2024
  • Owner at Professional Wealth Advisors, LLC
    J. P.
    Owner
    Mobile Phone
    Oct 23, 2024
  • Partner | Wealth Advisor at Professional Wealth Advisors, LLC
    R. K. C.
    Partner | Wealth Advisor
    Mobile Phone
    Oct 23, 2024
  • Director at Professional Wealth Advisors, LLC
    J. D.
    Director
    Mobile Phone
    Oct 18, 2024
  • Director Of Training at Professional Wealth Advisors, LLC
    M. B.
    Director Of Training
    Mobile Phone
    Oct 24, 2024
  • Director Special Needs Services at Professional Wealth Advisors, LLC
    R. G.
    Director Special Needs Services
    Mobile Phone
    Aug 25, 2026
  • Senior Operations Manager at Professional Wealth Advisors, LLC
    D. N.
    Senior Operations Manager
    Mobile Phone
    Oct 24, 2024
  • Registered Administrative Assistant at Professional Wealth Advisors, LLC
    B. S. C.
    Registered Administrative Assistant
    Mobile Phone
    Oct 23, 2024
  • Wealth Advisor at Professional Wealth Advisors, LLC
    K. H.
    Wealth Advisor
    Mobile Phone
    Jun 08, 2026
  • Certified Financial Planner at Professional Wealth Advisors, LLC
    R. O.
    Certified Financial Planner
    Mobile Phone
    Oct 23, 2024

Frequently Asked Questions

What is Professional Wealth Advisors, LLC known for?

Minus sign iconPlus sign iconProfessional Wealth Advisors, LLC was founded in 2015 and operates in the Financial Services industry. Explore Professional Wealth Advisors, LLC's company overview page for more information.

What is Professional Wealth Advisors, LLC's most common email format?

Minus sign iconPlus sign iconProfessional Wealth Advisors, LLC employees' email format typically follows the pattern of First.Last@pwaplan.com. Trying to find reliable and up-to-date employee contact data? Find more Professional Wealth Advisors, LLC email formats with LeadIQ.

How many employees does Professional Wealth Advisors, LLC have currently?

Minus sign iconPlus sign iconProfessional Wealth Advisors, LLC has approximately 53 employees as of September 2026. These team members are located across 1 continents, including North America.

Who are Professional Wealth Advisors, LLC's key employees and leadership?

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As of September 2026, Professional Wealth Advisors, LLC's key employees include:

  • Senior Managing Partner: D. H.
  • Owner: J. P.
  • Partner | Wealth Advisor: R. K. C.
  • Director: J. D.
  • Director Of Training: M. B.

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