CHICAGO WEALTH MANAGEMENT, INC.

CRD 112271File 801-66548

APPROVED

Retail clients

Custody

Filing as of Mar 28, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$365.7M

Below cohort median (national)

Discretionary AUM

$365.7M

Clients

304

1,037 accounts

Employees

Below cohort median in IL

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: CHRO
Registration date: May 19, 2006
Principal office: TWO NORTH RIVERSIDE PLAZA, SUITE 1620, CHICAGO, IL, 60606
Phone: 312-376-8350
Website: HTTPS://WWW.LINKEDIN.COM/COMPANY/CHICAGO-WEALTH-MANAGEMENT-INC

Assets & accounts

ADV Item 5F

Total regulatory AUM: $365.7M
Discretionary AUM: $365.7M
Non-discretionary AUM: $0
Discretionary accounts: 1,037
Non-discretionary accounts: 0
Total accounts: 1,037
AUM per client: $1.2M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$315K
High net worth individuals	116	$299.2M
Pension and profit sharing plans	16	$15.6M
Individuals (other than high net worth individuals)	172	$50.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.