Investment adviser · CRD 112271

CHICAGO WEALTH MANAGEMENT, INC.

Investment adviser filing (IA)

CHICAGO, IL, United States · Form ADV filed Mar 28, 2026

Regulatory AUM: $366M
Client accounts: 1,037
Employees: 6
Advisory professionals: 4

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	116	$299,191,866	81.8%
Individuals	172	$50,604,557	13.8%
Retirement plans	16	$15,595,768	4.3%
Charities	Fewer than 5	$314,971	0.1%

Filing source

Form ADV 2085980 · Mar 28, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

CWM FUND, LPHedge Fund · Last reported Mar 27, 2013$15.7MGross asset value

Form D fundraising filings

CWM Fund LP

Fund administrator MICHAEL J.LICCAR & CO. CHICAGO, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor MCGLADERY & PULLEN, LLP CHICAGO, Illinois, United States

Custodian INTERACTIVE BROKERS LLC GREENWICH, Connecticut, United States Related to adviser: No

Prime broker INTERACTIVE BROKERS LLC GREENWICH, Connecticut, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

INTERACTIVE BROKERS LLC
SEC 8-47257

INTERACTIVE BROKERS LLC
CRD 36418 · SEC 8-47257

Fund details & source

Fund ID: 805-7922705030
Reported beneficial owners: 33
Minimum commitment: $250K
Form D file number: 021-183766

Form ADV 714336 · Mar 27, 2013 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 28, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

TWO NORTH RIVERSIDE PLAZA, SUITE 1620
CHICAGO, IL, 60606, United States

CRD 112271

Filing source

Form ADV 2085980 · Mar 28, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.