CL WEALTH MANAGEMENT LLC
CRD #134922 SEC #801-72701 SCHAUMBURG, IL 212-388-6200
SEC Registered
Total AUM
$628.7M
Discretionary
$207.2M
Employees
42
Clients
10
Accounts
2,073
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $628.7M | $207.2M | $421.5M | 42 | 10 |
| Aug 2024 | $532.8M | $272.3M | $260.5M | 44 | 10 |
| Aug 2024 | $532.8M | $272.3M | $260.5M | 44 | 10 |
| Jul 2024 | $532.8M | $272.3M | $260.5M | 44 | 10 |
| May 2024 | $532.8M | $272.3M | $260.5M | 44 | 10 |
| May 2024 | $532.8M | $272.3M | $260.5M | 44 | 10 |
| Feb 2024 | $532.8M | $272.3M | $260.5M | 44 | 10 |
| Feb 2024 | $474.9M | $243.6M | $231.3M | 46 | 10 |
| Nov 2023 | $474.9M | $243.6M | $231.3M | 46 | 10 |
| Nov 2023 | $474.9M | $243.6M | $231.3M | 46 | 10 |
| Jun 2023 | $474.9M | $243.6M | $231.3M | 46 | 10 |
| Mar 2023 | $474.9M | $243.6M | $231.3M | 46 | 10 |
| Jun 2022 | $416.7M | $230.1M | $186.7M | 49 | 10 |
| Mar 2022 | $416.7M | $230.1M | $186.7M | 49 | 10 |
| Mar 2021 | $446.8M | $202.7M | $244M | 49 | 10 |
| Mar 2021 | $446.8M | $202.7M | $244M | 49 | 10 |
| Feb 2021 | $399.6M | $178.8M | $220.8M | 52 | 100 |
| Oct 2020 | $399.6M | $178.8M | $220.8M | 52 | 100 |
| May 2020 | $399.6M | $178.8M | $220.8M | 52 | 100 |
| May 2020 | $399.6M | $178.8M | $220.8M | 52 | 100 |
| Feb 2020 | $399.6M | $178.8M | $220.8M | 52 | 100 |
| Jan 2020 | $242.9M | $193.2M | $49.6M | 52 | 100 |
| Dec 2019 | $242.9M | $193.2M | $49.6M | 52 | 100 |
| Jul 2019 | $242.9M | $193.2M | $49.6M | 52 | 100 |
| Jul 2019 | $242.9M | $193.2M | $49.6M | 52 | 100 |
| May 2019 | $242.9M | $193.2M | $49.6M | 52 | 100 |
| Apr 2019 | $242.9M | $193.2M | $49.6M | 52 | 100 |
| Mar 2019 | $242.9M | $193.2M | $49.6M | 52 | 100 |
| Mar 2019 | $222.3M | $180.2M | $42.2M | 51 | 100 |
| Dec 2018 | $222.3M | $180.2M | $42.2M | 51 | 100 |
| Oct 2018 | $222.3M | $180.2M | $42.2M | 51 | 100 |
| Oct 2018 | $222.3M | $180.2M | $42.2M | 51 | 100 |
| Jul 2018 | $222.3M | $180.2M | $42.2M | 51 | 100 |
| May 2018 | $222.3M | $180.2M | $42.2M | 51 | 100 |
| May 2018 | $146.2M | $102.8M | $43.5M | 51 | 100 |
| Feb 2018 | $146.2M | $102.8M | $43.5M | 51 | 100 |
| Dec 2017 | $146.2M | $102.8M | $43.5M | 51 | 100 |
| Sep 2017 | $146.2M | $102.8M | $43.5M | 51 | 700 |
| Sep 2017 | $146.2M | $102.8M | $43.5M | 51 | 700 |
| Jul 2017 | $146.2M | $102.8M | $43.5M | 51 | 700 |
| Jul 2017 | $146.2M | $102.8M | $43.5M | 51 | 700 |
| Jul 2017 | $146.2M | $102.8M | $43.5M | 51 | 700 |
| Jul 2017 | $146.2M | $102.8M | $43.5M | 51 | 700 |
| Jun 2017 | $146.2M | $102.8M | $43.5M | 51 | 700 |
| Jun 2017 | $146.2M | $102.8M | $43.5M | 51 | 700 |
| May 2017 | $146.2M | $102.8M | $43.5M | 51 | 700 |
| May 2017 | $146.2M | $102.8M | $43.5M | 51 | 700 |
| May 2017 | $146.2M | $102.8M | $43.5M | 51 | 700 |
| Apr 2017 | $146.2M | $102.8M | $43.5M | 51 | 700 |
| Apr 2017 | $146.2M | $102.8M | $43.5M | 51 | 700 |
| Mar 2017 | $146.2M | $102.8M | $43.5M | 51 | 700 |
| Dec 2016 | $129.5M | $88.6M | $40.9M | 51 | 700 |
| Mar 2016 | $129.5M | $88.6M | $40.9M | 51 | 700 |
| Mar 2016 | $105.4M | $74.7M | $30.7M | 48 | 700 |
| Sep 2015 | $105.4M | $74.7M | $30.7M | 48 | 700 |
| Apr 2015 | $105.4M | $74.7M | $30.7M | 48 | 700 |
| Jan 2015 | $105.4M | $74.7M | $30.7M | 48 | 700 |
| Jan 2015 | $88.9M | $65.7M | $23.2M | 51 | 700 |
| Jan 2015 | $88.9M | $65.7M | $23.2M | 51 | 700 |
| Dec 2014 | $88.9M | $65.7M | $23.2M | 51 | 700 |
| Nov 2014 | $88.9M | $65.7M | $23.2M | 51 | 700 |
| Jun 2014 | $88.9M | $65.7M | $23.2M | 51 | 700 |
| Mar 2014 | $88.9M | $65.7M | $23.2M | 51 | 700 |
| Feb 2014 | $88.9M | $65.7M | $23.2M | 51 | 700 |
| Dec 2013 | $61.4M | $41M | $20.3M | 68 | 500 |
| Dec 2013 | $61.4M | $41M | $20.3M | 68 | 500 |
| Nov 2013 | $61.4M | $41M | $20.3M | 68 | 500 |
| Oct 2013 | $61.4M | $41M | $20.3M | 68 | 500 |
| Oct 2013 | $61.4M | $41M | $20.3M | 68 | 500 |
| Oct 2013 | $61.4M | $41M | $20.3M | 68 | 500 |
| Oct 2013 | $61.4M | $41M | $20.3M | 68 | 500 |
| May 2013 | $61.4M | $41M | $20.3M | 68 | 500 |
| Apr 2013 | $61.4M | $41M | $20.3M | 68 | 500 |
| Jan 2013 | $33.1M | $14.7M | $18.4M | 82 | 500 |
| Dec 2012 | $33.1M | $14.7M | $18.4M | 82 | 500 |
| Mar 2012 | $33.1M | $14.7M | $18.4M | 11 | 500 |
| Jan 2012 | $4.6M | $4.6M | $0 | 11 | 200 |
| Dec 2011 | $4.6M | $4.6M | $0 | 11 | 200 |
| Dec 2011 | $4.6M | $4.6M | $0 | 11 | 200 |
| Aug 2011 | $4.6M | $4.6M | $0 | -- | -- |
| Aug 2011 | $4.6M | $4.6M | $0 | -- | -- |
DateFeb 2025
Total AUM$628.7M
Discretionary$207.2M
Non-Disc.$421.5M
Employees42
Clients10
DateAug 2024
Total AUM$532.8M
Discretionary$272.3M
Non-Disc.$260.5M
Employees44
Clients10
DateAug 2024
Total AUM$532.8M
Discretionary$272.3M
Non-Disc.$260.5M
Employees44
Clients10
DateJul 2024
Total AUM$532.8M
Discretionary$272.3M
Non-Disc.$260.5M
Employees44
Clients10
DateMay 2024
Total AUM$532.8M
Discretionary$272.3M
Non-Disc.$260.5M
Employees44
Clients10
DateMay 2024
Total AUM$532.8M
Discretionary$272.3M
Non-Disc.$260.5M
Employees44
Clients10
DateFeb 2024
Total AUM$532.8M
Discretionary$272.3M
Non-Disc.$260.5M
Employees44
Clients10
DateFeb 2024
Total AUM$474.9M
Discretionary$243.6M
Non-Disc.$231.3M
Employees46
Clients10
DateNov 2023
Total AUM$474.9M
Discretionary$243.6M
Non-Disc.$231.3M
Employees46
Clients10
DateNov 2023
Total AUM$474.9M
Discretionary$243.6M
Non-Disc.$231.3M
Employees46
Clients10
DateJun 2023
Total AUM$474.9M
Discretionary$243.6M
Non-Disc.$231.3M
Employees46
Clients10
DateMar 2023
Total AUM$474.9M
Discretionary$243.6M
Non-Disc.$231.3M
Employees46
Clients10
DateJun 2022
Total AUM$416.7M
Discretionary$230.1M
Non-Disc.$186.7M
Employees49
Clients10
DateMar 2022
Total AUM$416.7M
Discretionary$230.1M
Non-Disc.$186.7M
Employees49
Clients10
DateMar 2021
Total AUM$446.8M
Discretionary$202.7M
Non-Disc.$244M
Employees49
Clients10
DateMar 2021
Total AUM$446.8M
Discretionary$202.7M
Non-Disc.$244M
Employees49
Clients10
DateFeb 2021
Total AUM$399.6M
Discretionary$178.8M
Non-Disc.$220.8M
Employees52
Clients100
DateOct 2020
Total AUM$399.6M
Discretionary$178.8M
Non-Disc.$220.8M
Employees52
Clients100
DateMay 2020
Total AUM$399.6M
Discretionary$178.8M
Non-Disc.$220.8M
Employees52
Clients100
DateMay 2020
Total AUM$399.6M
Discretionary$178.8M
Non-Disc.$220.8M
Employees52
Clients100
DateFeb 2020
Total AUM$399.6M
Discretionary$178.8M
Non-Disc.$220.8M
Employees52
Clients100
DateJan 2020
Total AUM$242.9M
Discretionary$193.2M
Non-Disc.$49.6M
Employees52
Clients100
DateDec 2019
Total AUM$242.9M
Discretionary$193.2M
Non-Disc.$49.6M
Employees52
Clients100
DateJul 2019
Total AUM$242.9M
Discretionary$193.2M
Non-Disc.$49.6M
Employees52
Clients100
DateJul 2019
Total AUM$242.9M
Discretionary$193.2M
Non-Disc.$49.6M
Employees52
Clients100
DateMay 2019
Total AUM$242.9M
Discretionary$193.2M
Non-Disc.$49.6M
Employees52
Clients100
DateApr 2019
Total AUM$242.9M
Discretionary$193.2M
Non-Disc.$49.6M
Employees52
Clients100
DateMar 2019
Total AUM$242.9M
Discretionary$193.2M
Non-Disc.$49.6M
Employees52
Clients100
DateMar 2019
Total AUM$222.3M
Discretionary$180.2M
Non-Disc.$42.2M
Employees51
Clients100
DateDec 2018
Total AUM$222.3M
Discretionary$180.2M
Non-Disc.$42.2M
Employees51
Clients100
DateOct 2018
Total AUM$222.3M
Discretionary$180.2M
Non-Disc.$42.2M
Employees51
Clients100
DateOct 2018
Total AUM$222.3M
Discretionary$180.2M
Non-Disc.$42.2M
Employees51
Clients100
DateJul 2018
Total AUM$222.3M
Discretionary$180.2M
Non-Disc.$42.2M
Employees51
Clients100
DateMay 2018
Total AUM$222.3M
Discretionary$180.2M
Non-Disc.$42.2M
Employees51
Clients100
DateMay 2018
Total AUM$146.2M
Discretionary$102.8M
Non-Disc.$43.5M
Employees51
Clients100
DateFeb 2018
Total AUM$146.2M
Discretionary$102.8M
Non-Disc.$43.5M
Employees51
Clients100
DateDec 2017
Total AUM$146.2M
Discretionary$102.8M
Non-Disc.$43.5M
Employees51
Clients100
DateSep 2017
Total AUM$146.2M
Discretionary$102.8M
Non-Disc.$43.5M
Employees51
Clients700
DateSep 2017
Total AUM$146.2M
Discretionary$102.8M
Non-Disc.$43.5M
Employees51
Clients700
DateJul 2017
Total AUM$146.2M
Discretionary$102.8M
Non-Disc.$43.5M
Employees51
Clients700
DateJul 2017
Total AUM$146.2M
Discretionary$102.8M
Non-Disc.$43.5M
Employees51
Clients700
DateJul 2017
Total AUM$146.2M
Discretionary$102.8M
Non-Disc.$43.5M
Employees51
Clients700
DateJul 2017
Total AUM$146.2M
Discretionary$102.8M
Non-Disc.$43.5M
Employees51
Clients700
DateJun 2017
Total AUM$146.2M
Discretionary$102.8M
Non-Disc.$43.5M
Employees51
Clients700
DateJun 2017
Total AUM$146.2M
Discretionary$102.8M
Non-Disc.$43.5M
Employees51
Clients700
DateMay 2017
Total AUM$146.2M
Discretionary$102.8M
Non-Disc.$43.5M
Employees51
Clients700
DateMay 2017
Total AUM$146.2M
Discretionary$102.8M
Non-Disc.$43.5M
Employees51
Clients700
DateMay 2017
Total AUM$146.2M
Discretionary$102.8M
Non-Disc.$43.5M
Employees51
Clients700
DateApr 2017
Total AUM$146.2M
Discretionary$102.8M
Non-Disc.$43.5M
Employees51
Clients700
DateApr 2017
Total AUM$146.2M
Discretionary$102.8M
Non-Disc.$43.5M
Employees51
Clients700
DateMar 2017
Total AUM$146.2M
Discretionary$102.8M
Non-Disc.$43.5M
Employees51
Clients700
DateDec 2016
Total AUM$129.5M
Discretionary$88.6M
Non-Disc.$40.9M
Employees51
Clients700
DateMar 2016
Total AUM$129.5M
Discretionary$88.6M
Non-Disc.$40.9M
Employees51
Clients700
DateMar 2016
Total AUM$105.4M
Discretionary$74.7M
Non-Disc.$30.7M
Employees48
Clients700
DateSep 2015
Total AUM$105.4M
Discretionary$74.7M
Non-Disc.$30.7M
Employees48
Clients700
DateApr 2015
Total AUM$105.4M
Discretionary$74.7M
Non-Disc.$30.7M
Employees48
Clients700
DateJan 2015
Total AUM$105.4M
Discretionary$74.7M
Non-Disc.$30.7M
Employees48
Clients700
DateJan 2015
Total AUM$88.9M
Discretionary$65.7M
Non-Disc.$23.2M
Employees51
Clients700
DateJan 2015
Total AUM$88.9M
Discretionary$65.7M
Non-Disc.$23.2M
Employees51
Clients700
DateDec 2014
Total AUM$88.9M
Discretionary$65.7M
Non-Disc.$23.2M
Employees51
Clients700
DateNov 2014
Total AUM$88.9M
Discretionary$65.7M
Non-Disc.$23.2M
Employees51
Clients700
DateJun 2014
Total AUM$88.9M
Discretionary$65.7M
Non-Disc.$23.2M
Employees51
Clients700
DateMar 2014
Total AUM$88.9M
Discretionary$65.7M
Non-Disc.$23.2M
Employees51
Clients700
DateFeb 2014
Total AUM$88.9M
Discretionary$65.7M
Non-Disc.$23.2M
Employees51
Clients700
DateDec 2013
Total AUM$61.4M
Discretionary$41M
Non-Disc.$20.3M
Employees68
Clients500
DateDec 2013
Total AUM$61.4M
Discretionary$41M
Non-Disc.$20.3M
Employees68
Clients500
DateNov 2013
Total AUM$61.4M
Discretionary$41M
Non-Disc.$20.3M
Employees68
Clients500
DateOct 2013
Total AUM$61.4M
Discretionary$41M
Non-Disc.$20.3M
Employees68
Clients500
DateOct 2013
Total AUM$61.4M
Discretionary$41M
Non-Disc.$20.3M
Employees68
Clients500
DateOct 2013
Total AUM$61.4M
Discretionary$41M
Non-Disc.$20.3M
Employees68
Clients500
DateOct 2013
Total AUM$61.4M
Discretionary$41M
Non-Disc.$20.3M
Employees68
Clients500
DateMay 2013
Total AUM$61.4M
Discretionary$41M
Non-Disc.$20.3M
Employees68
Clients500
DateApr 2013
Total AUM$61.4M
Discretionary$41M
Non-Disc.$20.3M
Employees68
Clients500
DateJan 2013
Total AUM$33.1M
Discretionary$14.7M
Non-Disc.$18.4M
Employees82
Clients500
DateDec 2012
Total AUM$33.1M
Discretionary$14.7M
Non-Disc.$18.4M
Employees82
Clients500
DateMar 2012
Total AUM$33.1M
Discretionary$14.7M
Non-Disc.$18.4M
Employees11
Clients500
DateJan 2012
Total AUM$4.6M
Discretionary$4.6M
Non-Disc.$0
Employees11
Clients200
DateDec 2011
Total AUM$4.6M
Discretionary$4.6M
Non-Disc.$0
Employees11
Clients200
DateDec 2011
Total AUM$4.6M
Discretionary$4.6M
Non-Disc.$0
Employees11
Clients200
DateAug 2011
Total AUM$4.6M
Discretionary$4.6M
Non-Disc.$0
Employees--
Clients--
DateAug 2011
Total AUM$4.6M
Discretionary$4.6M
Non-Disc.$0
Employees--
Clients--