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CL WEALTH MANAGEMENT LLC

SCHAUMBURG, IL · CRD 134922 · IAPD ↗ · leadingedgefinancialgroup.com · 212-388-6200

$733.6MRegulatory AUM
39Advisory reps
42Employees
10Clients
1-10Planning clients
0Private funds
49States
6Disclosures
wealthSegment
ApprovedSEC status

Filing changes

68
September 2026 — CL WEALTH MANAGEMENT LLC now reports custody of client assets ($369.6M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
28
April 2026 — CL WEALTH MANAGEMENT LLC changed its website from cuprosper.com to leadingedgefinancialgroup.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
63
April 2026 — CL WEALTH MANAGEMENT LLC began participating in a wrap-fee program.
Firm began participating in a wrap-fee program (Item 5I(1)).
Portfolio / reporting / TAMPCompliance
28
March 2025 — CL WEALTH MANAGEMENT LLC changed its website from bridgeportinvest.com to cuprosper.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
28
August 2024 — CL WEALTH MANAGEMENT LLC changed its website from barbarakice.com to bridgeportinvest.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
45
August 2024 — CL WEALTH MANAGEMENT LLC notice-filed in ME.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
March 2024 — CL WEALTH MANAGEMENT LLC crossed $500M in regulatory AUM ($474.9M -> $532.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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