1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2CHICAGO WEALTH MANAGEMENT, INC.

Map pinCHICAGO, IL
Phone312-376-8350
NotebookSEC #801-66548
Total AUM
$365.7M
Employees
6
Clients
305

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
TWO NORTH RIVERSIDE PLAZA
SUITE 1620
CHICAGO
IL 60606
United States
Operating Hours
8:30 A.M.-5:00 P.M.
Monday - Friday
Phone
312-376-8350
Other Offices
4

ReceiptFinancials

Total AUM
$365.7M
Accounts
1,037
Discretionary
$365.7M
Accounts
1,037
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
172
AUM
$50.6M
HNW Individual Clients
116
AUM
$299.2M
Pension/Profit Sharing Plan Clients
16
AUM
$15.6M
Charitable Organization Clients
1
AUM
$315K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLILMIPATXWI

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account