# Chicago Wealth Management

Chicago Wealth Management is a Bank / Wealth / Trust based in Chicago, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Chicago, United States
- **Region:** North America
- **Address:** Chicago, IL, United States
- **Founded:** 2002
- **Assets under management:** Undisclosed
- **Website:** chicagowm.com
- **LinkedIn:** https://www.linkedin.com/company/chicago-wealth-management-inc

## Regulatory record

- **CRD number:** 112271
- **SEC file number:** 801-66548
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/112271

## About

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. 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.

## Questions

### Who runs investment decisions at Chicago Wealth Management?

No named investment professionals are publicly disclosed. The firm's SEC filings list it as an organization without identifying individual portfolio managers, a chief investment officer, or an investment committee roster. This opacity is common among small regional RIAs where the founder-principal operates behind an unlisted corporate structure.

### What is Chicago Wealth Management's disclosed AUM?

The firm has not published an AUM figure in any accessible regulatory filing, website content, or third-party database. Its Form ADV confirms it qualifies as a smaller reporting company, but the precise assets under management remain undisclosed.

### Does Chicago Wealth Management participate in alternative investments or private markets?

There is no public evidence of a private-markets capability — no disclosed direct deals, fund commitments, SPVs, or co-investment programs. The firm's stated services of investment management and financial planning suggest a traditional public-markets orientation, though this cannot be confirmed without additional disclosure.

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Last updated: 2026-08-11T02:43:31.692Z

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