Chicago Wealth Management, Inc.
● SEC registered since 2006CRD 112271SEC# 801-66548Chicago, IL
Reg. AUM
$365.7M
Employees
6
Accounts
1,037
Location
Chicago, IL
Chicago Wealth Management, Inc. assets under management
Chicago Wealth Management, Inc. is a registered investment adviser overseen by the SEC based in Chicago, IL. The firm has been registered since 2006. It reports $365.7 million in regulatory assets under management and employs 6 people.
Chicago Wealth Management, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeffrey George Cribbs Control | Managing Principal | Under 5% | 2004 |
| Nicholas J. Thompson Control | Chief Compliance Officer | 50-75% | 2014 |
| Whitney Harris Ribbens Control | Principal | 10-25% | 2019 |
Frequently asked questions
How much does Chicago Wealth Management, Inc. manage?
Chicago Wealth Management, Inc. reports $365.7 million in regulatory assets under management on its Form ADV.
How many employees does Chicago Wealth Management, Inc. have?
Chicago Wealth Management, Inc. reports 6 employees.
Where is Chicago Wealth Management, Inc. located?
Chicago Wealth Management, Inc. is based in Chicago, IL and has been SEC-registered since 2006.
Does Chicago Wealth Management, Inc. disclose fund performance?
Chicago Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | Two North Riverside Plaza, Suite 1620, Chicago, IL 60606 |
| Phone | 312-376-8350 |
| Fax | 312-376-8350 |
| Office hours | 8:30 a.m.-5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1592178 |
| Discloses disciplinary history | No |
Regulatory AUM
$365.7M▲ 19%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 56%
Larger than 44% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$365.7Mregulatory AUM
Discretionary $365.7M