Cl Wealth Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Schaumburg, IL. Its latest Form ADV filing, dated March 19, 2026, reports $734M in regulatory assets under management, 42 employees, 41 offices, and 2,165 accounts.
Assets Under Management
$734M
Employees
42
Offices
41 offices
Total Clients
2,168
Primary office
SCHAUMBURG, IL
425 N. MARTINGALE RD., SUITE 1220, SCHAUMBURG, IL, United States
Top client segmentIndividuals represent 70.5% of total clients.
Top client categories% of clientsClients
1
Individuals
70.5%
1,528
2
HNWI
29.4%
637
3
Pension Plans
0.1%
2
Additional categories (<0.1%)
Corporations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$734Mas of March 19, 2026
Discretionary51.1%
$375M
51% of total RAUM51.1%
Non-discretionary48.9%
$359M
49% of total RAUM48.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$734M
Total Accounts2,165
10Y AUM Change+$587M (+401.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees42
Clients per Employee52:1
10Y Employee Change-9 (-17.6%)
* 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.