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| Keyboard |
| CL Wealth Management LLC
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|---|---|
| CRD # | 134922 |
| SEC # | 801-72701 |
| CIK # | |
| AUM | 733.6 M (2026-03-19) |
| Employees | 42 (93% Investors, 93% Brokers) |
| Phone | 212-388-6200 |
| Address | 425 N Martingale Rd Schaumburg, IL 60173 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| VC | Fintegra Opportunity Fund | 2012-11-21 | 3.9 M |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,528 | 493.5 |
| (b) Individuals (high net worth individuals) | 637 | 238.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 2.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 2,165 | 733.6 |
| By Discretionary | ||
| Discretionary | 1,252 | 375.0 |
| Non-Discretionary | 913 | 358.6 |
| Total | 2,165 | 733.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 733.6 | |
| Total | 2,165 | 733.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 10 |
| Serves | Institutional, Retail, Research |
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