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Chicago Wealth Management, Inc.

● SEC registered since 2006CRD 112271SEC# 801-66548Chicago, IL
Export (members)
Reg. AUM
$307.4M
Employees
5
Accounts
1,018
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 $307.4 million in regulatory assets under management and employs 5 people.
www.linkedin.com/company/chicago-wealth-management-incView on SEC.gov ↗

Chicago Wealth Management, Inc. owners & executives

3 reported
NameTitleOwnershipSince
Jeffrey George Cribbs ControlManaging PrincipalUnder 5%2004
Nicholas J. Thompson ControlChief Compliance Officer50-75%2014
Whitney Harris Ribbens ControlPrincipal10-25%2019

Frequently asked questions

How much does Chicago Wealth Management, Inc. manage?

Chicago Wealth Management, Inc. reports $307.4 million in regulatory assets under management on its Form ADV.

How many employees does Chicago Wealth Management, Inc. have?

Chicago Wealth Management, Inc. reports 5 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

AddressTwo North Riverside Plaza, Suite 1620, Chicago, IL 60606
Phone312-376-8350
Fax312-376-8350
Office hours8:30 a.m.-5:00 p.m.
SEC regionChicago Regional Office (CHRO)
CIK1592178
Discloses disciplinary historyNo

Assets under management

Discretionary$307.4M
Non-discretionary$0
Total (RAUM)$307.4M