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CL Wealth Management LLC

● SEC registered since 2011CRD 134922SEC# 801-72701Schaumburg, IL
Export (members)
Reg. AUM
$628.7M
Employees
42
Accounts
2,073
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 $628.7 million in regulatory assets under management and employs 42 people.
www.leadingedgefinancialgroup.comView on SEC.gov ↗

CL Wealth Management LLC owners & executives

5 reported
NameTitleOwnershipSince
Bjorn Jordan ControlCcoUnder 5%2020
Pks Holding LLC ControlMemberOver 75%2017
Roger Farrell Leibowitz ControlPresidentUnder 5%2020
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Frequently asked questions

How much does CL Wealth Management LLC manage?

CL Wealth Management LLC reports $628.7 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

Address425 N. Martingale Rd., Suite 1220, Schaumburg, IL 60173
Phone212-388-6200
Fax212-388-6213
Office hours9.00-5:00 Et
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$207.2M
Non-discretionary$421.5M
Total (RAUM)$628.7M