Chicago Wealth Management

Chicago Wealth Management

Chicago Wealth Management was established in 2002 as an Illinois-registered investment adviser headquartered in Chicago. The firm serves a classic private-client mix — individuals alongside pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations — positioning it within the fragmented universe of Midwestern wealth managers that compete on proximity and long-tenure relationships rather than brand-scale or product-manufacturing capability. The firm's stated services span investment management and financial planning, though no public record of a proprietary fund family, a defined asset-allocation methodology, or a published track record has been identified. Its ADV filing confirms it operates as a fee-based RIA with discretionary and non-discretionary authority over client accounts, suggesting a model built around individualized separately managed accounts rather than pooled vehicles. The geographic concentration is Chicago and its surrounding regional footprint. Scale is opaque. The firm does not disclose total assets under advisement, assets under management, or total client households in any public filing or website content. No named investment professionals, principals, or advisory-board members appear in accessible records. Structurally, Chicago Wealth Management operates as a classic single-office RIA lacking the adjacent vehicles — philanthropic entities, real-asset arms, operating businesses — that distinguish larger multi-family offices or institutional platforms. Its regulatory posture is standard: registered with the SEC and subject to periodic examination, with no disciplinary disclosures on record through 2026.