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| Happy Holidays!! thanks for using AUM13F!! |
| CL Wealth Management LLC
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| CRD # | 134922 |
| SEC # | 801-72701 |
| CIK # | |
| AUM | $628.7 M (2025-02-25) |
| Employees | 42 (98% Investors, 100% Brokers) |
| Phone | 212-388-6200 |
| Address | 425 N Martingale Rd Schaumburg, IL 60173 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| VC | Fintegra Opportunity Fund | 2012-11-21 | 3.9 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,787 | 439.4 |
| (b) Individuals (high net worth individuals) | 286 | 189.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,073 | 628.7 |
| By Discretionary | ||
| Discretionary | 802 | 207.2 |
| Non-Discretionary | 1,271 | 421.5 |
| Total | 2,073 | 628.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 628.7 | |
| Total | 2,073 | 628.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Waller Financial Planning Group Inc
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|
OH | 0.6 |
|
John E Sestina and Company
✚
|
OH | 0.6 |
|
Ascension Capital Advisors Inc
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|
TX | 0.6 |
|
Klaas Financial Asset Advisors LLC
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|
IL | 0.6 |
|
MinichMacGregor Wealth Management LLC
✚
|
NY | 0.6 |
|
Summit Wealth Partners LLC
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|
FL | 0.6 |
|
Altrius Capital Management Inc
✚
|
MI | 0.6 |
|
Broadview Financial Management LLC
✚
|
WI | 0.6 |
|
Materetsky Financial Group Inc
✚
|
FL | 0.6 |
|
MTM Financial Group LLC
✚
|
PA | 0.6 |