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CHICAGO WEALTH MANAGEMENT, INC.
CRD 112271 · SEC 801-66548
TWO NORTH RIVERSIDE PLAZA, SUITE 1620, CHICAGO, IL, 60606, United States
Phone
312-376-8350
Fax
312-376-8350
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$365.7M
Discretionary AUM
$365.7M
Team
6 total employees; 4 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 172 | $50.6M |
| High net worth individuals | 116 | $299.2M |
| Pension/profit sharing plans | 16 | $15.6M |
States served
CA, IL, MI, PA, WI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD