Chicago Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$349,796,423
Clients
288
Advisors
5
of 6 employees
About
Chicago Wealth Management provides investment management and financial planning primarily to high‑net‑worth and high‑income individuals, as well as non‑profit and institutional clients. The firm offers discretionary and non‑discretionary portfolio management, comprehensive financial planning, and retirement plan consulting, including serving as a 3(38) investment manager for qualified plans.
CWM employs a tactical investment approach that seeks to maximize absolute long‑term return while seeking to limit large portfolio losses, using allocations across equities, ETFs, mutual funds, fixed income, and options as appropriate, with ongoing monitoring and model‑driven rebalancing. The firm also uses third‑party platforms (Advyzon and Pontera) to aggregate and manage held‑away accounts and has an AI policy governing limited use of AI tools to support analysis and reporting.
Noteworthy for a team of its size, CWM operates from five offices, a less common footprint among peer firms. The firm also permits borrowing against client assets (margin and pledged‑asset loans) in separately managed accounts and discloses that margined values are included in fee calculations and that it generally does not recommend borrowing for investment purposes, a potential conflict it documents and manages.
Client services
Expertise
Occupation focus
Fee options
Occasionally charged for financial planning or consulting services; separate Financial Planning and Consulting Agreement required; fees vary
$0 - $500,000: 1.25% $500,001 - $2,500,000: 1.00% $2,500,001 - $5,000,000: 0.60% $5,000,001+: 0.40%
Charged for stand-alone financial planning and consulting services based upon individual provider and scope of services
Main office
Two North Riverside Plaza, Suite 1620
Chicago IL 60606
Advisors at this office
5
Most active in
California · Florida · Illinois · Michigan · Pennsylvania · Texas · Wisconsin
Also doing business as
Chicago Wealth Management, Inc. · Cribbs, Jeffrey George · Focus Financial Group, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Advisors at this firm
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