CHICAGO WEALTH MANAGEMENT, INC.
CRD #112271 SEC #801-66548 CHICAGO, IL 312-376-8350
SEC Registered
Total AUM
$307.4M
Discretionary
$307.4M
Employees
5
Clients
251
Accounts
1,018
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $307.4M | $307.4M | $0 | 5 | 1 |
| Aug 2025 | $307.4M | $307.4M | $0 | 5 | 1 |
| Mar 2025 | $307.4M | $307.4M | $0 | 5 | 1 |
| Mar 2025 | $307.4M | $307.4M | $0 | 5 | 1 |
| Mar 2024 | $259.6M | $259.6M | $0 | 5 | 0 |
| Mar 2024 | $259.6M | $259.6M | $0 | 5 | 0 |
| Apr 2023 | $236.8M | $236.8M | $0 | 4 | 0 |
| Mar 2023 | $236.8M | $236.8M | $0 | 4 | 0 |
| Dec 2022 | $233.1M | $233.1M | $0 | 5 | 0 |
| Apr 2022 | $233.1M | $233.1M | $0 | 5 | 0 |
| Mar 2022 | $233.1M | $233.1M | $0 | 5 | 0 |
| Aug 2021 | $175M | $175M | $0 | 5 | 0 |
| Mar 2021 | $175M | $175M | $0 | 5 | 0 |
| Mar 2021 | $175M | $175M | $0 | 5 | 0 |
| May 2020 | $158.9M | $158.9M | $0 | 5 | 0 |
| Mar 2020 | $158.9M | $158.9M | $0 | 5 | 0 |
| Dec 2019 | $132.7M | $132.7M | $0 | 4 | 0 |
| Mar 2019 | $132.7M | $132.7M | $0 | 4 | 0 |
| Apr 2018 | $122M | $122M | $0 | 4 | 0 |
| Mar 2018 | $122M | $122M | $0 | 4 | 0 |
| Mar 2017 | $105M | $102.1M | $2.9M | 4 | 200 |
| Jun 2016 | $121.4M | $118.7M | $2.7M | 4 | 200 |
| Mar 2016 | $121.4M | $118.7M | $2.7M | 4 | 200 |
| Mar 2015 | $126.1M | $124.3M | $1.8M | 4 | 200 |
| Mar 2014 | $123.5M | $123.5M | $0 | 4 | 200 |
| Jul 2013 | $100.1M | $100.1M | $0 | 3 | 200 |
| Mar 2013 | $100.1M | $100.1M | $0 | 3 | 200 |
| Apr 2012 | $91.4M | $91.4M | $0 | 1 | 200 |
| Mar 2012 | $91M | $91M | $0 | 1 | 200 |
| Mar 2011 | $81.5M | $81.5M | $0 | 5 | -- |
| Mar 2009 | $63M | $63M | $0 | 5 | -- |
| Mar 2008 | $58M | $58M | $0 | 5 | -- |
| Mar 2007 | $53.7M | $53.7M | $0 | 5 | -- |
| Mar 2007 | $53.7M | $53.7M | $0 | 5 | -- |
DateOct 2025
Total AUM$307.4M
Discretionary$307.4M
Non-Disc.$0
Employees5
Clients1
DateAug 2025
Total AUM$307.4M
Discretionary$307.4M
Non-Disc.$0
Employees5
Clients1
DateMar 2025
Total AUM$307.4M
Discretionary$307.4M
Non-Disc.$0
Employees5
Clients1
DateMar 2025
Total AUM$307.4M
Discretionary$307.4M
Non-Disc.$0
Employees5
Clients1
DateMar 2024
Total AUM$259.6M
Discretionary$259.6M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$259.6M
Discretionary$259.6M
Non-Disc.$0
Employees5
Clients0
DateApr 2023
Total AUM$236.8M
Discretionary$236.8M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$236.8M
Discretionary$236.8M
Non-Disc.$0
Employees4
Clients0
DateDec 2022
Total AUM$233.1M
Discretionary$233.1M
Non-Disc.$0
Employees5
Clients0
DateApr 2022
Total AUM$233.1M
Discretionary$233.1M
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$233.1M
Discretionary$233.1M
Non-Disc.$0
Employees5
Clients0
DateAug 2021
Total AUM$175M
Discretionary$175M
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$175M
Discretionary$175M
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$175M
Discretionary$175M
Non-Disc.$0
Employees5
Clients0
DateMay 2020
Total AUM$158.9M
Discretionary$158.9M
Non-Disc.$0
Employees5
Clients0
DateMar 2020
Total AUM$158.9M
Discretionary$158.9M
Non-Disc.$0
Employees5
Clients0
DateDec 2019
Total AUM$132.7M
Discretionary$132.7M
Non-Disc.$0
Employees4
Clients0
DateMar 2019
Total AUM$132.7M
Discretionary$132.7M
Non-Disc.$0
Employees4
Clients0
DateApr 2018
Total AUM$122M
Discretionary$122M
Non-Disc.$0
Employees4
Clients0
DateMar 2018
Total AUM$122M
Discretionary$122M
Non-Disc.$0
Employees4
Clients0
DateMar 2017
Total AUM$105M
Discretionary$102.1M
Non-Disc.$2.9M
Employees4
Clients200
DateJun 2016
Total AUM$121.4M
Discretionary$118.7M
Non-Disc.$2.7M
Employees4
Clients200
DateMar 2016
Total AUM$121.4M
Discretionary$118.7M
Non-Disc.$2.7M
Employees4
Clients200
DateMar 2015
Total AUM$126.1M
Discretionary$124.3M
Non-Disc.$1.8M
Employees4
Clients200
DateMar 2014
Total AUM$123.5M
Discretionary$123.5M
Non-Disc.$0
Employees4
Clients200
DateJul 2013
Total AUM$100.1M
Discretionary$100.1M
Non-Disc.$0
Employees3
Clients200
DateMar 2013
Total AUM$100.1M
Discretionary$100.1M
Non-Disc.$0
Employees3
Clients200
DateApr 2012
Total AUM$91.4M
Discretionary$91.4M
Non-Disc.$0
Employees1
Clients200
DateMar 2012
Total AUM$91M
Discretionary$91M
Non-Disc.$0
Employees1
Clients200
DateMar 2011
Total AUM$81.5M
Discretionary$81.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$63M
Discretionary$63M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$58M
Discretionary$58M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$53.7M
Discretionary$53.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$53.7M
Discretionary$53.7M
Non-Disc.$0
Employees5
Clients--