BA
Brian W. Atkins
SIGNIFICANT WEALTH PARTNERS LLC
Cary, IL 60013
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CRD#: 6100366
BA
Professional summary
Brian William Atkins is a registered financial advisor currently at SIGNIFICANT WEALTH PARTNERS LLC located in Cary, Illinois.
Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Brian has worked at 4 firms and has passed the Series 65 exam.
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.
ATKINS AND ASSOCIATES, INVESTMENT RELATED, 117 W. MAIN ST. CARY, IL 60013, GENERAL PARTNERSHIP THAT OWNS 3 EXEMPT HEDGE FUNDS (PLEXIS, VOYAGER AND GLOBAL CURRENCY, CEO OF ATKINS ASSOCIATES,SINCE 11/2007, 30 HOURS A MONTH, TRADER AND SALES. Brian William Atkins is 100% owner of Atkins & Associates, LLC. Atkins & Associates in the general partner of one exempt hedge fund; Global Currency Reserve, LP; a fund of funds. Significant Wealth Partners, LLC does not manage Global Currency Reserve, LP. From time to time, he may offer clients advice or products from those activities and clients should be aware that these services may involve a conflict of interest. SWPI always acts in the best interest of the client and clients always have the right to decide whether or not to utilize the services of any SWPI representative in such individual's outside capacities. Brian William Atkins operates as a commodity pool for Global Currency Reserve, LP.; a fund of funds. From time to time, he may offer clients advice or products from those activities. Significant Wealth Partners, LLC always acts in the best interest of the client. Clients are in no way required to utilize the services of any representative of Significant Wealth Partners, LLC in their capacity as a futures commission merchant, commodity pool operator, or commodity trading adviser. Brian William Atkins is a licensed insurance agent. From time to time, he will offer clients advice or products from this activity. Clients should be aware that these services pay a commission and involve a possible conflict of interest, as commissionable products can conflict with the fiduciary duties of a registered investment adviser. Significant Wealth Partners, LLC always acts in the best interest of the client; including in the sale of commissionable products to advisory clients. The commissions earned by Mr. Atkins are paid to Atkins & Associates, LLC. This is the only role Atkins & Associates, LLC plays in any insurance business that Mr. Atkins conducts. Clients are in no way required to implement the plan through any representative of Significant Wealth Partners, LLC in their capacity as a licensed insurance agent. INDEPENDENT INSURANCE PRODUCER, NOT INVESTMENT RELATED,117 W. MAIN ST. CARY, IL 60013, INSURANCE PRODUCER, 10 HOURS A MONTH.
CRS (Client Relationship Summary) - RIA
Click below to view Brian William Atkins'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 5, 2018 - Present
SIGNIFICANT WEALTH PARTNERS LLC
Office #1: 117 W. Main St., Cary, IL 60013RIA
CRD#: 293060
Cary, IL
Current
September 3, 2025 - Present
Office #1: 117 W Main Street, Cary, IL 60013
CARY, IL
Current
November 4, 2025 - Present
WEALTH BUILDER FUNDS LLC
Office #1: 117 West Main St, Cary, IL 60013RIA
CRD#: 328782
Cary, IL
Past
December 18, 2023 - November 4, 2025
WEALTH BUILDER FUNDS LLC
RIA
CRD#: 328782
CARY, IL
Past
February 4, 2014 - December 4, 2017
KINGSVIEW WEALTH MANAGEMENT, LLC
RIA
CRD#: 148107
CARY, 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".
SW
SIGNIFICANT WEALTH PARTNERS LLC
SIGNIFICANT WEALTH PARTNERS INC. | SIGNIFICANT WEALTH PARTNERS LLC
CRD#: 293060 / SEC#: 801-128037
RIA
Registered Investment Advisory firm - (5/23/2023 Approved)California
Registered Investment Advisory firm - (2/3/2023 Terminated)Florida
Registered Investment Advisory firm - (6/21/2023 Terminated)Illinois
Registered Investment Advisory firm - (6/21/2023 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.Highlighted states indicate IAR registrations
IAR
Illinois(6/5/2018)
Current Firm
SW
SIGNIFICANT WEALTH PARTNERS LLC
SIGNIFICANT WEALTH PARTNERS INC. | SIGNIFICANT WEALTH PARTNERS LLC
CRD#: 293060 / SEC#: 801-128037
RIA
Registered Investment Advisory firm - (5/23/2023 Approved)California
Registered Investment Advisory firm - (2/3/2023 Terminated)Florida
Registered Investment Advisory firm - (6/21/2023 Terminated)Illinois
Registered Investment Advisory firm - (6/21/2023 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
117 W. Main St., Cary, IL 60013
Mailing Address
Phone number
(847) 639-7830
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (2 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,396 |
| AUM (Assets Under Management) | $ 247,984,227 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/31/2024 | ||
| 02/28/2023 |
Red Flags
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Company Information
SIGNIFICANT WEALTH PARTNERS LLC
CRD#: 293060Cary, IL 60013TRUST BUT VERIFY
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