# Chicago Wealth Management, Inc.

> Chicago Wealth Management, Inc. is an SEC-registered investment advisory firm in Chicago, IL, registered since 2006, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 28, 2026.

- CRD: 112271
- Filed as: CHICAGO WEALTH MANAGEMENT, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Chicago, IL
- Filing period: October 2026
- Form ADV filing dated: March 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/112271
- AdvisorCensus page: https://advisorcensus.com/firm/chicago-wealth-management-inc-chicago-il-112271

## Quick answers

**How is Chicago Wealth Management, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Chicago Wealth Management, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Chicago Wealth Management, Inc. located?**
Chicago Wealth Management, Inc.'s principal office is in Chicago, IL, according to its Form ADV.

**Is Chicago Wealth Management, Inc. registered with the SEC or a state?**
Chicago Wealth Management, Inc. is an SEC-registered investment advisory firm, registered since 2006. Status as filed: Approved. CRD 112271.

**How much does Chicago Wealth Management, Inc. manage?**
Chicago Wealth Management, Inc. reports $365,707,162 in regulatory assets under management in its Form ADV filing dated March 28, 2026 (100% discretionary).

**How have Chicago Wealth Management, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Chicago Wealth Management, Inc.: Regulatory assets under management: $174,997,758 in the October 2021 data and $365,707,162 in the October 2026 data, up 109%. Total employees: 5 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Chicago Wealth Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (172); high net worth individuals (116); pension and profit sharing plans (but not the plan participants or government pension plans) (16).

**Which custodians does Chicago Wealth Management, Inc. use?**
Chicago Wealth Management, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Chicago Wealth Management, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/112271

**Does Chicago Wealth Management, Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated March 27, 2026 says: "CWM generally does not require a minimum account size."

**What changed in Chicago Wealth Management, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $307,378,403 to $365,707,162 (+19%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 27, 2026)

- Account minimum: None

> CWM generally does not require a minimum account size.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $365,707,162
- Discretionary: $365,707,162
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 172 | $50,604,557 |
| High net worth individuals | 116 | $299,191,866 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 16 | $15,595,768 |
| Charitable organizations | Fewer than 5 | $314,971 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2006 (20 years)
- Employees: 6 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, IL, MI, PA, TX, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- chicagowm.com
- Facebook @CHICAGO-WEALTH-MANAGEMENT-INC-107125434255254
- LinkedIn @CHICAGO-WEALTH-MANAGEMENT-INC

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $174,997,758 | 5 | August 13, 2021 |
| October 2022 | $233,085,272 | 5 | April 22, 2022 |
| October 2023 | $236,763,482 | 4 | April 14, 2023 |
| October 2024 | $259,642,553 | 5 | March 27, 2024 |
| October 2025 | $307,378,403 | 5 | March 26, 2025 |
| October 2026 | $365,707,162 | 6 | March 28, 2026 |

Regulatory assets under management: $174,997,758 in the October 2021 data and $365,707,162 in the October 2026 data, up 109%.
Total employees: 5 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $307,378,403 to $365,707,162 (+19%).

### December 2025
- Registered or notice-filed in CA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Chicago Wealth Management, Inc. (CRD 112271): Form ADV filing data as of October 2026.