Chicago Wealth Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Chicago, IL. Its latest Form ADV filing, dated March 28, 2026, reports $366M in regulatory assets under management, 6 employees, 4 offices, and 1,037 accounts.
Assets Under Management
$366M
Employees
6
Offices
4 offices
Total Clients
304
Primary office
CHICAGO, IL
TWO NORTH RIVERSIDE PLAZA, SUITE 1620, CHICAGO, IL, United States
Top client segmentIndividuals represent 56.6% of total clients.
Top client categories% of clientsClients
1
Individuals
56.6%
172
2
HNWI
38.2%
116
3
Pension Plans
5.3%
16
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$366Mas of March 28, 2026
Discretionary100.0%
$366M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$366M
Total Accounts1,037
10Y AUM Change+$261M (+248.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee51:1
10Y Employee Change+2 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.