PW
Paul R. Wehner
ARAX ADVISORY PARTNERS
Deerfield, IL 60015
Some features on this profile are disabled
CRD#: 5709543
PW
Professional summary
Paul Robert Wehner is a registered financial advisor currently at ARAX ADVISORY PARTNERS located in Deerfield, Illinois and KINGSWOOD CAPITAL PARTNERS, LLC located in Deerfield, Illinois.
Paul is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Paul has worked at 7 firms and has passed the Series 63, Series 65, SIE, Series 7TO and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1)Kingswood Capital Partners, LLC -investment-related 11440 W. Bernardo Ct. Ste.300, San Diego, CA 92127 -registered representative -began 12/2022 -hrs per month 1 -hrs during trading hours 0-selling private placements, life insurance, variable universal life 2) Schechter Private Capital - yes investment related - 111 E. Merrill St. Suite 400 Birmingham, MI 48009 - Private Equity investing - Sr. Financial Advisor - 10/1/21 - 0-2 hours - 0-2 hours - recommending investments in SPC to clients and prospects 3)Robert Schechter & Assoc. LLC dba Schechter Wealth Services; investment-related; 111 E. Merrill St. Suite 400, Birmingham, MI 48009; insurance business; insurance agent; started 10/2021 devote 5-10 hours per week during securities trading hours;
CRS (Client Relationship Summary) - RIA
Click below to view Paul Robert Wehner's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
June 18, 2025 - Present
ARAX ADVISORY PARTNERS
Office #1: 500 Lake Cook Road, Suite 350, Deerfield, IL 60015RIA
CRD#: 133535
Deerfield, IL
Current
December 19, 2022 - Present
KINGSWOOD CAPITAL PARTNERS, LLC
Office #1: 500 Lake Cook Rd Ste 350, Deerfield, IL 60015BD
CRD#: 288898
Deerfield, IL
Past
January 19, 2022 - July 11, 2025
SCHECHTER INVESTMENT ADVISORS, LLC
RIA
CRD#: 169114
Deerfield, IL
Past
February 14, 2017 - October 29, 2021
COE CAPITAL MANAGEMENT, LLC
RIA
CRD#: 112447
DEERFIELD, IL
Past
August 3, 2016 - December 27, 2016
WESTERN INTERNATIONAL SECURITIES, INC.
BD
CRD#: 39262
DEERFIELD, IL
Past
July 14, 2016 - December 23, 2016
E. A. HORWITZ LLC
RIA
CRD#: 165561
DEERFIELD, IL
Past
November 19, 2009 - July 15, 2014
DLS CAPITAL MANAGEMENT, LLC
RIA
CRD#: 151217
NORTHFIELD, IL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AA
ARAX ADVISORY PARTNERS
7258 WEALTH MANAGEMENT, INC. | YOUNG WEALTH MANAGEMENT GROUP, INC. | WELLTH PARTNER | THE DAVIS AGENCY, INC. | SUMMIT WEALTH STRATEGIES | SRS INVESTMENT SERVICES, LLC | SRS CAPITAL ADVISORS, LLC | SRS CAPITAL ADVISORS, INC. | SIMONDAVIS, INC. | SIMONDAVIS ASSET MANAGEMENT, INC. | SIMONDAVIS ASSET MANAGEMENT | SEAL FINANCIAL SERVICES | SCHECHTER INVESTMENT ADVISORS | NOVEN FINANCIAL GROUP | NORTE ADVISORS, LLC | KLEINHENZ & ASSOCIATES LTD. | GEORGINA ASSET MANAGEMENT, LLC | ENDURING WEALTH PARTNERS | CEDRUS LLC | AVERA CAPITAL WEALTH MANAGEMENT, LLC | ARAX ADVISORY PARTNERS, LLC | ARAX ADVISORY PARTNERS
CRD#: 133535 / SEC#: 801-67165
RIA
Registered Investment Advisory firm - (9/20/2006 Approved)California
Registered Investment Advisory firm - (10/18/2006 Terminated)Colorado
Registered Investment Advisory firm - (11/14/2006 Terminated)Georgia
Registered Investment Advisory firm - (5/24/2012 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(12/19/2022)
RR
California(12/19/2022)
RR
Florida(12/19/2022)
RR
Illinois(12/19/2022)
IAR
Illinois(6/18/2025)
RR
Indiana(12/19/2022)
RR
Michigan(12/19/2022)
IAR
Michigan(6/18/2025)
RR
New Jersey(12/19/2022)
RR
New York(12/19/2022)
RR
Oklahoma(12/19/2022)
RR
Oregon(12/19/2022)
RR
Virginia(12/19/2022)
RR
Washington(12/19/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 7TO
Date: 11/11/2022
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
AA
ARAX ADVISORY PARTNERS
7258 WEALTH MANAGEMENT, INC. | YOUNG WEALTH MANAGEMENT GROUP, INC. | WELLTH PARTNER | THE DAVIS AGENCY, INC. | SUMMIT WEALTH STRATEGIES | SRS INVESTMENT SERVICES, LLC | SRS CAPITAL ADVISORS, LLC | SRS CAPITAL ADVISORS, INC. | SIMONDAVIS, INC. | SIMONDAVIS ASSET MANAGEMENT, INC. | SIMONDAVIS ASSET MANAGEMENT | SEAL FINANCIAL SERVICES | SCHECHTER INVESTMENT ADVISORS | NOVEN FINANCIAL GROUP | NORTE ADVISORS, LLC | KLEINHENZ & ASSOCIATES LTD. | GEORGINA ASSET MANAGEMENT, LLC | ENDURING WEALTH PARTNERS | CEDRUS LLC | AVERA CAPITAL WEALTH MANAGEMENT, LLC | ARAX ADVISORY PARTNERS, LLC | ARAX ADVISORY PARTNERS
CRD#: 133535 / SEC#: 801-67165
RIA
Registered Investment Advisory firm - (9/20/2006 Approved)California
Registered Investment Advisory firm - (10/18/2006 Terminated)Colorado
Registered Investment Advisory firm - (11/14/2006 Terminated)Georgia
Registered Investment Advisory firm - (5/24/2012 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
730 17th Street Suite 107, Denver, CO 80202
Mailing Address
Phone number
(303) 633-5900
Established
Firm type
Fiscal year end
# of Employees
106
SEC notice filing (34 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 16,559 |
| AUM (Assets Under Management) | $ 8,960,126,874 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
