Cl Wealth Management LLC
Cl Wealth Management LLC (CRD# 134922) is a financial advisory firm headquartered in Schaumburg, IL. They manage $532,783,016 in 2,003 accounts and serve the financial needs of clients across 48 states (or territories).
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Total Assets Under Management533MILLION
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Total Number of Accounts2,003ACCOUNTS
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Average Account Value$265,993
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY
Clifford Shirah (CRD# 2767896) is an Investment Advisor Representative working at Cl Wealth Management LLC in Schaumburg, IL and has over 27 years of experience in the finance industry.
Meredith Sims (CRD# 4788917) is an Investment Advisor Representative working at Cl Wealth Management LLC in Schaumburg, IL and has over 19 years of experience in the finance industry.
Mark Urban (CRD# 3238095) is an Investment Advisor Representative working at Cl Wealth Management LLC in Schaumburg, IL and has over 24 years of experience in the finance industry.
Robert Waddell (CRD# 4997193) is an Investment Advisor Representative working at Cl Wealth Management LLC in Springdale, AR and has over 18 years of experience in the finance industry.
Edgar Wade (CRD# 2282355) is an Investment Advisor Representative working at Cl Wealth Management LLC in Schaumburg, IL and has over 31 years of experience in the finance industry.
Gail Wangen (CRD# 4844910) is an Investment Advisor Representative working at Cl Wealth Management LLC in Schaumburg, IL and has over 19 years of experience in the finance industry.
Malcolm Warneford-Thomson (CRD# 4802657) is an Investment Advisor Representative working at Cl Wealth Management LLC in Schaumburg, IL and has over 19 years of experience in the finance industry.
Mark Wiacek (CRD# 2135299) is an Investment Advisor Representative working at Cl Wealth Management LLC in San Marino, CA and has over 26 years of experience in the finance industry.
Andre Williams (CRD# 4493063) is an Investment Advisor Representative working at Cl Wealth Management LLC in Schaumburg, IL and has over 22 years of experience in the finance industry.
David Winfrey (CRD# 5807492) is an Investment Advisor Representative working at Cl Wealth Management LLC in Bend, OR and has over 13 years of experience in the finance industry.