CHICAGO WEALTH MANAGEMENT, INC.

Two North Riverside Plaza
Suite 1620
Chicago, Illinois 60606
Tel: 312-376-8350

About CHICAGO WEALTH MANAGEMENT, INC.

CHICAGO WEALTH MANAGEMENT, INC, formally registered with the SEC as CHICAGO WEALTH MANAGEMENT, INC. The firm was established in 05/19/2006. They have over 1 offices throughout the country.

CHICAGO WEALTH MANAGEMENT, INC. is a Chicago, Illinois based Financial Planning firm with nearly $259,642,553 assets under management, offering retirement planning & investment advisory services to 953 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	112271
SEC#	801-66548
Assets Managed by Firm	$259,642,553
No. of Clients	953
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	953	$259,642,553
Individuals (other than high net worth individuals)	176	$58,754,352
High net worth individuals	84	$188,814,705
Pension and profit sharing plans	15	$11,743,824
Charitable organizations	Fewer than 5 clients	$329,672

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INVESCO CAPITAL MANAGEMENT LLC 3500 Lacey Road, Suite 700 Downers Grove, IL, 60515	$545,530,164,135	401	220
ENVESTNET PMC 150 North Riverside Plaza Suite 2050 Chicago, IL, 60606	$426,071,864,566	1821809	415
BALYASNY ASSET MANAGEMENT L.P. 444 W. Lake Street, 50th Floor Chicago, IL, 60606	$248,044,764,038	37	1857
NUVEEN ASSET MANAGEMENT, LLC 333 West Wacker Drive Chicago, IL, 60606	$239,614,971,441	59703	397

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