AK
Aditi B. Kapadia
WEALTH IQ
CHICAGO, IL 60604
Some features on this profile are disabled
CRD#: 7470126
AK
Professional summary
Aditi Bimal Kapadia, who also goes by Aditi Jain, Aditi Kapadia, is a registered financial advisor currently at WEALTH IQ located in Chicago, Illinois.
Aditi is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Aditi has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Aditi Jain | Aditi Kapadia
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Aditi Bimal Kapadia'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
October 25, 2024 - Present
WEALTH IQ
Office #1: 332 S Michigan Ave Suite 900, Chicago, IL 60604RIA
CRD#: 331880
CHICAGO, IL
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(10/25/2024)
IAR
Texas(10/29/2025)
Exams
Current Firm
WI
WEALTH IQ
BEING INTENTIONAL LLC | WEALTH IQ
CRD#: 331880 / SEC#:
Illinois
Registered Investment Advisory firm - (10/25/2024 Approved)Texas
Registered Investment Advisory firm - (10/22/2025 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
332 S Michigan Ave Suite 900, Chicago, IL 60604
Mailing Address
2501 Chatham Rd #4760, Springfield, IL 62704
Phone number
(773) 620-4446
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 4 |
| AUM (Assets Under Management) | $ 1,359,637 |
Red Flags
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