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CL Wealth Management
CL WEALTH MANAGEMENT LLC is an SEC-registered investment adviser in SCHAUMBURG, IL, registered since 2011. The firm manages $734 million in assets, with $375...
CL Wealth Management
CL WEALTH MANAGEMENT LLC is an SEC-registered investment adviser in SCHAUMBURG, IL, registered since 2011. The firm manages $734 million in assets, with $375 million on a discretionary basis. It has 42 employees and 39 investment advisers.
General information
Firm type
Asset Manager
Year founded
2006
Location
Region
North America
Country
United States
City
Schaumburg
Corporate office
Delray Beach, FL, United States
Principals
Christopher Lazzaro
Founder and President
Sector focus
Frequently asked questions
What is Christopher Lazzaro's professional background before founding the firm?
Christopher Lazzaro is a Certified Public Accountant and holds a Series 65 license. He founded CL Wealth Management in 2006 and concurrently operates a separate CPA practice, Lazzaro & Associates CPA, which allows him to integrate investment management with the tax preparation and planning workflow for shared clients.
How does CL Wealth Management construct client portfolios?
The firm builds customized portfolios using equities, fixed income, mutual funds, and ETFs. It does not manage proprietary funds or pooled investment vehicles. Allocations are made through individually managed accounts with allocations tailored to each client's tax situation, retirement timeline, and income needs.
Where does CL Wealth Management custody client assets?
The specific custodian relationships are not named in publicly available filings. The firm follows standard independent-RIA practice by maintaining client accounts at major third-party custodian platforms, most commonly Charles Schwab, Fidelity, or Pershing for firms of this profile, though the actual custodian is not confirmed in the public record.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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