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CHICAGO WEALTH MANAGEMENT, INC.

CHICAGO, IL · CRD 112271 · IAPD ↗ · 312-376-8350

$365.7MRegulatory AUM
4Advisory reps
6Employees
0Clients
251-500Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
December 2025 — CHICAGO WEALTH MANAGEMENT, INC. notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
December 2025 — CHICAGO WEALTH MANAGEMENT, INC. added office(s): 0 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
April 2025 — CHICAGO WEALTH MANAGEMENT, INC. notice-filed in MI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2025 — CHICAGO WEALTH MANAGEMENT, INC. reports 251-500 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
45
April 2024 — CHICAGO WEALTH MANAGEMENT, INC. notice-filed in WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2024 — CHICAGO WEALTH MANAGEMENT, INC. reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.