Chicago Wealth Management, Inc.

Chicago Wealth Management, Inc. (CRD# 112271) is a financial advisory firm headquartered in Chicago, IL. They manage $121,438,242 in 199 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    121
    MILLION
  • Total Number of Accounts
    199
    ACCOUNTS
  • Average Account Value
    $610,242
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, IL, MD, TX

Financial Advisors at Chicago Wealth Management, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Carlos M. Sera
CRD#: 1736186
1910 Towne Centre Blvd Suite 250, Annapolis, MD 21401
98
Wealthminder
score

Carlos Sera (CRD# 1736186) is an Investment Advisor Representative working at Sera Capital Management in Annapolis, MD and has over 28 years of experience in the finance industry.

2
Jeffrey G. Cribbs
CRD#: 1727123
7351 West North Avenue, River Forest, IL 60305
96
Wealthminder
score

Jeffrey Cribbs (CRD# 1727123) is an Investment Advisor Representative working at Chicago Wealth Management, Inc. in River Forest, IL and has over 30 years of experience in the finance industry. Jeffrey Cribbs has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Whitney H. Ribbens
CRD#: 6639549
Two North Riverside Plaza, Suite 1620, Chicago, IL 60606
90
Wealthminder
score

Whitney Ribbens (CRD# 6639549) is an Investment Advisor Representative working at Chicago Wealth Management, Inc. in Chicago, IL and has 1 year of experience in the finance industry. Whitney Ribbens has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Nicholas J. Thompson
CRD#: 6028471
2 North Riverside Plaza, Suite 1620, Chicago, IL 60606
90
Wealthminder
score

Nicholas Thompson (CRD# 6028471) is an Investment Advisor Representative working at Chicago Wealth Management, Inc. in Chicago, IL and has over 5 years of experience in the finance industry.

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Disclosure
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