CL WEALTH MANAGEMENT LLC
SEC Form ADV profile.
Total regulatory AUM
$733,574,059
Discretionary
$375,003,408
Non-discretionary
$358,570,651
Firm details
- CRD number
- 134922
- SEC file number
- 801-72701
- Main office
- SCHAUMBURG, IL, United States
- Employees
- 42
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees Other
As of October 2026.