Overview
Assets Under Management: $260 million
Headquarters: CHICAGO, IL
High-Net-Worth Clients: 115
Average Client Assets: $2 million
Frequently Asked Questions
CHICAGO WEALTH MANAGEMENT, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #112271), CHICAGO WEALTH MANAGEMENT, INC. is subject to fiduciary duty under federal law.
CHICAGO WEALTH MANAGEMENT, INC. is headquartered in CHICAGO, IL.
CHICAGO WEALTH MANAGEMENT, INC. serves 115 high-net-worth clients according to their SEC filing dated March 27, 2024. View client details ↓
According to their SEC Form ADV, CHICAGO WEALTH MANAGEMENT, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
CHICAGO WEALTH MANAGEMENT, INC. manages $260 million in client assets according to their SEC filing dated March 27, 2024.
According to their SEC Form ADV, CHICAGO WEALTH MANAGEMENT, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 115
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.84
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 953
Discretionary Accounts: 953
Regulatory Filings
CRD Number: 112271
Last Filing Date: 2024-03-27 00:00:00
Website: https://chicagowm.com