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CL WEALTH MANAGEMENT LLC

425 N. Martingale Rd.
Suite 1220
Schaumburg, Illinois 60173
Tel: 212-388-6200

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About CL WEALTH MANAGEMENT LLC

CL WEALTH MANAGEMENT LLC, formally registered with the SEC as CL WEALTH MANAGEMENT LLC. The firm was established in 10/04/2011. They have over 42 offices throughout the country.

CL WEALTH MANAGEMENT LLC is a Schaumburg, Illinois based Financial Planning firm with nearly $628,729,517 assets under management, offering retirement planning & investment advisory services to 2073 clients. The firm is staffed with 42 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#134922
SEC#801-72701
Assets Managed by Firm$628,729,517
No. of Clients2073
No. of Advisors42

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Other (THIRD PARTY ADVISORY FEES)

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Selection for other advisors
  • Publication of periodicals and newsletters
  • Education seminars/workshops

Firm Client Information

No. of ClientsAUM
Firm Total2073$628,729,517
Individuals (other than high net worth individuals)1787$439,421,210
High net worth individuals286$189,308,307

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