CL Wealth Management LLC
● SEC registered since 2011CRD 134922SEC# 801-72701Schaumburg, IL
Reg. AUM
$733.6M
Employees
42
Accounts
2,165
Location
Schaumburg, IL
CL Wealth Management LLC assets under management
CL Wealth Management LLC operates as an SEC-registered investment adviser based in Schaumburg, IL. The firm has been registered since 2011. It reports $733.6 million in regulatory assets under management and employs 42 people.
CL Wealth Management LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bjorn Jordan Control | Cco | Under 5% | 2020 |
| Pks Holding LLC Control | Member | Over 75% | 2017 |
| Roger Farrell Leibowitz Control | President | Under 5% | 2020 |
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does CL Wealth Management LLC manage?
CL Wealth Management LLC reports $733.6 million in regulatory assets under management on its Form ADV.
How many employees does CL Wealth Management LLC have?
CL Wealth Management LLC reports 42 employees.
Where is CL Wealth Management LLC located?
CL Wealth Management LLC is based in Schaumburg, IL and has been SEC-registered since 2011.
Does CL Wealth Management LLC disclose fund performance?
CL Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 425 N. Martingale Rd., Suite 1220, Schaumburg, IL 60173 |
| Phone | 212-388-6200 |
| Fax | 212-388-6213 |
| Office hours | 9.00-5:00 Et |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$733.6M▲ 17%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 39%
Larger than 61% of 16,271 advisers
EmployeesTop 14%
More than 86% of 16,825 advisers
Assets under management
$733.6Mregulatory AUM
Discretionary $375MNon-discretionary $358.6M