# Shinneman Wealth Group

Shinneman Wealth Group is a RIA based in Northbrook.

## Overview

- **Organization type:** RIA
- **Headquarters:** Northbrook
- **Assets under management:** Undisclosed
- **Website:** shinnemanwealthgroup.com
- **LinkedIn:** https://www.linkedin.com/company/shinneman-wealth-group

## Regulatory record

- **CRD number:** 296758
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/296758

## About

Shinneman Wealth Group provides wealth management, income planning, tax-efficient strategies, and Medicare guidance under one roof. Led by Charlie and Julia Shinneman, the firm offers personalized retirement planning through its proprietary IDEAL Retirement Process covering income, dreams, taxes, aging with dignity, and legacy.

## People

- Charlie Shinneman — Owner/CEO
- Julia Shinneman — RICP®, NSSA®, Co-Founder and Financial Advisor
- Brian P. Dominik — Operations Manager
- Christian Arevalo — New Business Coordinator
- Jonathan Hanna — Administrative Assistant
- Millie — Chief Happiness Officer

## Questions

### What is the investment strategy of Shinneman Wealth Group?

The firm's precise investment strategy is not disclosed. Typical family offices of this nature pursue a balanced approach across public equities, fixed income, private equity, and real estate. Without public filings or media coverage, the specific asset class preferences or sector focus cannot be confirmed.

### How large is Shinneman Wealth Group?

No AUM or assets-under-management figure has been publicly disclosed for Shinneman Wealth Group. The firm does not appear in any industry ranking or regulatory filing. Its scale remains unknown.

### How does Shinneman Wealth Group source deal flow?

Because the firm does not have a public presence, its deal sourcing methodology is unknown. Many private family offices rely on networks of trusted advisors, banks, and co-investors. Without disclosure, the exact channels used cannot be determined.

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Last updated: 2026-08-11T15:08:04.536Z

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