Chicago Wealth Management, Inc.
Firm details
- Headquarters
- Chicago, Illinois
- CRD number
- 112271
- Registered since
- May 19, 2006
- Website
- chicagowm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI81.81%
- Individuals13.84%
- Pension & Profit Sharing Plans4.26%
- Charitable Organizations0.09%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Chicago Wealth Management, Inc. is an independent, SEC-registered registered investment adviser operating as a corporation and in business since 2006. The firm serves both individual/family and institutional clients and markets itself as a capital allocator that also selects and oversees third-party managers. Core advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and the selection of other advisers. Its fee arrangements include percentage-of-AUM billing plus hourly and fixed-fee engagements. The firm identifies as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds92%
- Exchange Traded Equities6%
- Cash & Cash Equivalents2%
Contacts
3 of 5
Erica Gnilka
Financial PlannerCRD 7892708
Nicholas Thompson
Managing PrincipalCRD 6028471
Whitney Ribbens
Principal and Portfolio ManagerCRD 6639549
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 65Active vs passive
$342M in ETFs
96%
$329M
3%
$13.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES SEMICONDUCTOR ETF (SOXX) | BlackRock | Passive | Technology | $22.5M | 35,178 | 6.59% |
Location
Chicago, IL
Cook
Location
Chicago, IL
Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 2 N Riverside Plz
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Hughes & Company
RIAChicago, IL
Dearborn Capital Management, LLC
RIAChicago, IL
Pritzker Alternative Strategies
RIAChicago, IL
Prospect Partners Advisors LLC
RIAChicago, IL
Bruce & Co Inc
RIAChicago, IL
RCM Wealth Advisors
RIAChicago, IL