Cl Wealth Management LLC
Cl Wealth Management LLC is an SEC-registered mass-market adviser in Schaumburg, IL with $733.6M assets under management (AUM, regulatory AUM), +17% over one year. See who owns Cl Wealth Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 134922, SEC 801-72701, data through 2026-03-19.
- AUM (assets under management / regulatory AUM)
- $733.6M (2026-03-19)
- Firm type
- Mass-Market Adviser
- Location
- Schaumburg, IL
- Employees
- 42
- Clients
- 2,168
- CRD
- 134922
- Ownership
- BEACON ACQUISITION PARTNERS, INC.; MATHER, ROBERT, PHILIP; POLLINA, CHRISTOPHER, CHARLES; MARTIN, HARVEY, SEWARD; PKS HOLDING LLC
How much AUM does Cl Wealth Management LLC have?
Cl Wealth Management LLC reported $733.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-19).
Who owns Cl Wealth Management LLC?
Disclosed owners and executives of Cl Wealth Management LLC include BEACON ACQUISITION PARTNERS, INC., MATHER, ROBERT, PHILIP, POLLINA, CHRISTOPHER, CHARLES, MARTIN, HARVEY, SEWARD, PKS HOLDING LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.