Overview
Assets Under Management: $629 million
Headquarters: SCHAUMBURG, IL
High-Net-Worth Clients: 286
Average Client Assets: $661,917
Frequently Asked Questions
CL WEALTH MANAGEMENT LLC 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 #134922), CL WEALTH MANAGEMENT LLC is subject to fiduciary duty under federal law.
CL WEALTH MANAGEMENT LLC is headquartered in SCHAUMBURG, IL.
CL WEALTH MANAGEMENT LLC serves 286 high-net-worth clients according to their SEC filing dated February 25, 2025. View client details ↓
According to their SEC Form ADV, CL WEALTH MANAGEMENT LLC offers financial planning, portfolio management for individuals, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
CL WEALTH MANAGEMENT LLC manages $629 million in client assets according to their SEC filing dated February 25, 2025.
According to their SEC Form ADV, CL WEALTH MANAGEMENT LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 286
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 30.11
Average High-Net-Worth Client Assets: $661,917
Total Client Accounts: 2,073
Discretionary Accounts: 802
Non-Discretionary Accounts: 1,271
Regulatory Filings
CRD Number: 134922
Last Filing Date: 2025-02-25 00:00:00
Website: https://clsecurities.com