Cl Wealth Management LLC
Schaumburg, IL·SEC-registered · CRD #134922
Cl Wealth Management LLC is an SEC-registered investment advisory firm in Schaumburg, IL managing $734M across 3.1k client accounts, with 39 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$734M
Client accounts
3.1k
Advisory staff
39
Fee model
Fee-based
How Cl Wealth Management LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
BEFORE YOU CALL CL WEALTH MANAGEMENT LLC
See how Cl compares to your best-matched advisor
Answer a few questions and we'll match you with vetted fiduciary advisors screened for your goals, assets, and fees — then you can compare them side by side with Cl Wealth Management LLC. Free, about 2 minutes, no obligation.
Client reviews
No reviews yet
Worked with Cl Wealth Management LLC? Be the first to share your experience — every review is verified by a human before publishing.
Reviews are written by site users and human-moderated for authenticity; they are never provided or paid for by the firm. Star ratings reflect only published user reviews on AdvisoryReviews.
Common questions about Cl Wealth Management LLC
How much does Cl Wealth Management LLC manage?
Per its most recent SEC Form ADV filing (03/19/2026), Cl Wealth Management LLC reports $734M in regulatory assets under management across roughly 3.1k client accounts.
How does Cl Wealth Management LLC charge?
Cl Wealth Management LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Cl Wealth Management LLC a fiduciary?
Yes. Cl Wealth Management LLC is registered with the U.S. Securities and Exchange Commission (CRD #134922), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Cl Wealth Management LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Cl Wealth Management LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Schaumburg, IL
Profile compiled from Cl Wealth Management LLC's public SEC Form ADV filing (CRD #134922, filed 03/19/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Cl Wealth Management LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Cl Wealth Management LLC? Claim this profile.