CL WEALTH MANAGEMENT LLC

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

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 Status	Approved
Firm CRD#	134922
SEC#	801-72701
Assets Managed by Firm	$628,729,517
No. of Clients	2073
No. of Advisors	42

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 Clients	AUM
Firm Total	2073	$628,729,517
Individuals (other than high net worth individuals)	1787	$439,421,210
High net worth individuals	286	$189,308,307

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