CL Wealth Management LLC
Firm details
- Headquarters
- Schaumburg, Illinois
- CRD number
- 134922
- Registered since
- October 4, 2011
- Custodians
- RBC CAPITAL MARKETS, LLC, RAYMOND JAMES & ASSOCIATES, INC., CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- Individuals67.28%
- HNWI32.44%
- Pension & Profit Sharing Plans0.27%
- Corporations / Businesses0.01%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
CL Wealth Management LLC is an SEC-registered investment adviser (registered in 2011) that serves both individual/family and institutional clients. The firm operates as a limited liability company and positions itself as a capital allocator that combines financial planning, portfolio management for individuals and small businesses, selection of external advisers, and educational publishing/seminars. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. CL Wealth Management is not an active ESG investor according to the available profile.
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
- Exchange Traded Equities46%
- Public Funds/Mutual Funds38%
- Investment Grade Corp Bonds5%
- Cash & Cash Equivalents5%
- US Government Bonds2%
Owners & executives
3 of 4
Bjorn Jordan
Chief Compliance OfficerCRD 4366435
Elana Feigenblatt
Chief Operations OfficerCRD 4880188
Craig Johnson
CEOCRD 1964332
Contacts
3 of 38
David Winfrey
Registered RepresentativeCRD 5807492
John Doiron
Financial AdvisorCRD 5305305
Shannon Shehorn
Investment Advisor RepresentativeCRD 4302650
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Schaumburg, IL
Cook
Location
Schaumburg, IL
Headquartered in Schaumburg, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 425 N Martingale Rd
- Time zone
- CT (UTC-6)
- Office locations
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