CHICAGO WEALTH MANAGEMENT, INC.
Firm details
- Headquarters
- CHICAGO, Illinois
- CRD number
- 112271
- Registered since
- May 19, 2006
- Website
- chicagowm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI81.81%
- Individuals13.84%
- Pension & Profit Sharing Plans4.26%
- Charitable Organizations0.09%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Chicago Wealth Management, Inc. is an independent, SEC-registered registered investment adviser that has been operating since 2006. The firm is privately owned by an individual and functions as a capital allocator for both individual/family and institutional clients. Its advisory services include financial planning, discretionary portfolio management for individuals, small businesses and institutions, pension consulting, and the selection of third‑party advisers. Compensation models include a percentage of assets under management as well as hourly and fixed fees. The firm identifies itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds92%
- Exchange Traded Equities6%
- Cash & Cash Equivalents2%
Contacts
3 of 4Erica Gnilka
Financial PlannerCRD 7892708
NICHOLAS THOMPSON
Managing PrincipalCRD 6028471
Whitney Ribbens
Principal and Portfolio ManagerCRD 6639549
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 61Active vs passive
$293M in ETFs
91%
$266M
4%
$26.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES US AEROSPACE & DEFENSE ETF (ITA) | BlackRock | Passive | Industrials | $16.3M | 74,340 | 5.55% |
Location
CHICAGO, IL
COOK
Location
CHICAGO, IL
Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- COOK
- Address
- 2 N Riverside Plz
- Time zone
- CT (UTC-6)
- Office locations
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