Patrick Yore Graham
Investment adviser representative at 15 Wealth Advisors LLC
10 yearsExperience
1 stateRegistered in
$481.5MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- 15 Wealth Advisors LLCJul 2026 to now
- 15 Wealth, LLCDec 2024 to now
- LPL Financial LLCJun 2024 to now
- Tsfg, LLCDec 2024 to Jul 2026
- University of IowaAug 2021 to Jun 2024
- Vue RestaurantAug 2021 to Jun 2024
- University of Iowa Athletic DepartmentAug 2021 to May 2022
- College of Lake CountyMay 2020 to Aug 2021
- Milwalky TacoMay 2020 to Aug 2021
- Libertyville HighschoolAug 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (IL).
15 Wealth Advisors LLC
$481.5MAssets managed
687Clients
9Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7939045
- Firm CRD
- 337459