← Back to searchVisit website
CL WEALTH MANAGEMENT LLC
CRD 134922 · SEC 801-72701
425 N. MARTINGALE RD., SUITE 1220, SCHAUMBURG, IL, 60173, United States
Phone
212-388-6200
Fax
212-388-6213
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$733.6M
Discretionary AUM
$375.0M
Team
42 total employees; 39 advisory reps; 10 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; THIRD PARTY ADVISORY FEES
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1528 | $493.5M |
| High net worth individuals | 637 | $238.0M |
| Pension/profit sharing plans | 2 | $2.0M |
| Corporations/business entities | 1 | $99K |
States served
AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
- https://www.leadingedgefinancialgroup.com
- https://www.clsecurities.com
- https://www.sanmarinois.com
- https://www.rpgwealthmanagement.com
- https://www.ronfeinman.com
- https://www.heartstrongwealthplanning.com
- https://www.cw-advisor.com
- https://www.facebook.com/meredith.sims.908
- https://www.linkedin.com/in/john-doiron-a028459/
- https://www.linkedin.com/in/meredithsims/
- https://www.warnefordwealth.com
- https://www.pivotalwm.com
- https://www.bessettefinancial.com
- https://www.dellhughes.com
- https://www.futuremattersinc.com
Official SEC filing: View on IAPD