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CL WEALTH MANAGEMENT LLC
CRD 134922File 801-72701
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 19, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$733.6M
Above cohort median (national)
Discretionary AUM
$375.0M
Non-discretionary $358.6M
Clients
2,168
2,165 accounts
Employees
42
Above cohort median in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Oct 4, 2011
- Principal office
- 425 N. MARTINGALE RD., SUITE 1220, SCHAUMBURG, IL, 60173
- Phone
- 212-388-6200
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $733.6M
- Discretionary AUM
- $375.0M
- Non-discretionary AUM
- $358.6M
- Discretionary accounts
- 1,252
- Non-discretionary accounts
- 913
- Total accounts
- 2,165
- AUM per client
- $338K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 1 | $99K |
| High net worth individuals | 637 | $238.0M |
| Pension and profit sharing plans | 2 | $2.0M |
| Individuals (other than high net worth individuals) | 1,528 | $493.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — THIRD PARTY ADVISORY FEES
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D5
- Q11E4
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.