Insights

Targeted Client Niche Chicago Wealth Management specializes in serving high net worth individuals and families, including small business owners, non-traditional families, and professionals such as attorneys and healthcare providers, presenting opportunities for customized wealth management solutions tailored to complex financial needs.

Independent Advice Advantage As an independent firm, they offer objective financial guidance free from industry conflicts, which is an attractive proposition for clients seeking trustworthy and unbiased advice, making them a key prospect for premium financial products and services.

Technology Utilization The firm's use of modern digital tools such as WordPress, Shopify, and SEO technologies indicates a digitally-savvy approach, opening opportunities for partnerships in fintech integrations, digital marketing expansion, and innovative client engagement platforms.

Growth Potential With annual revenues between 10 to 25 million dollars and a small team, there is potential for scalable service offerings and strategic partnerships aimed at expanding client base and enhancing service delivery without significant operational strain.

Competitive Positioning Compared to larger financial institutions like Charles Schwab or Fidelity, Chicago Wealth Management's niche focus and boutique size present an opportunity for premium, personalized wealth management services to differentiate from mass-market competitors.

Chicago Wealth Management, Inc. Tech Stack

Chicago Wealth Management, Inc. uses 8 technology products and services including Open Graph, Shopify, JSON-LD, and more. Explore Chicago Wealth Management, Inc.'s tech stack below.

  • Open Graph
    Content Management System
  • Shopify
    E-commerce
  • JSON-LD
    Javascript Frameworks
  • jQuery
    Javascript Libraries
  • FancyBox
    Javascript Libraries
  • Leaflet
    Maps
  • Yoast SEO
    Search Engines
  • ZURB Foundation
    UI Frameworks

Media & News

Chicago Wealth Management, Inc.'s Email Address Formats

Chicago Wealth Management, Inc. uses at least 1 format(s):
Chicago Wealth Management, Inc. Email FormatsExamplePercentage
FLast@chicagowm.comJDoe@chicagowm.com
100%

Frequently Asked Questions

Where is Chicago Wealth Management, Inc.'s headquarters located?

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Chicago Wealth Management, Inc.'s main headquarters is located at Suite 1620 North Riverside, Illinois United States. The company has employees across 1 continents, including North America.

What is Chicago Wealth Management, Inc.'s phone number?

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You can contact Chicago Wealth Management, Inc.'s main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Chicago Wealth Management, Inc.'s official website and social media links?

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Chicago Wealth Management, Inc.'s official website is chicagowm.com and has social profiles on LinkedIn.

What is Chicago Wealth Management, Inc.'s NAICS code?

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Chicago Wealth Management, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does Chicago Wealth Management, Inc. have currently?

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As of June 2026, Chicago Wealth Management, Inc. has approximately 8 employees across 1 continents, including North America. Key team members include Principal And Portfolio Manager: C. T.. Explore Chicago Wealth Management, Inc.'s employee directory with LeadIQ.

What industry does Chicago Wealth Management, Inc. belong to?

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Chicago Wealth Management, Inc. operates in the Financial Services industry.

What technology does Chicago Wealth Management, Inc. use?

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Chicago Wealth Management, Inc.'s tech stack includes Open GraphShopifyJSON-LDjQueryFancyBoxLeafletYoast SEOZURB Foundation.

What is Chicago Wealth Management, Inc.'s email format?

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Chicago Wealth Management, Inc.'s email format typically follows the pattern of FLast@chicagowm.com. Find more Chicago Wealth Management, Inc. email formats with LeadIQ.

Chicago Wealth Management, Inc.

Financial ServicesIllinois, United States2-10 Employees

We are a private, independent investment and wealth management firm serving high net worth individuals and families. 

Our expertise encompasses key aspects of financial planning with our proprietary investment models comprising the core of our planning approach. But investing is only one key tool to live fulfilled lives. We help you define and plan your goals, such as retirement, income and debt management, education, asset protection, and intergenerational issues. We partner with our clients and manage assets to build wealth that can provide sustainable distributions from portfolios, empowering clients with financial independence and the ability to sustain lifestyles without worrying, about running out of money down the road. 

As an independent firm, we are able to truly act as client advocates, giving completely objective advice free from the conflicts of interest so prevalent in the financial services industry.


Speciality Areas
Small Business Owners
Non-Traditional Families
Consultants
Attorneys
Healthcare

Section iconCompany Overview

Headquarters
Suite 1620 North Riverside, Illinois United States
Phone number
NAICS Code
52 - Finance and Insurance
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    Chicago Wealth Management, Inc.'s revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Chicago Wealth Management, Inc.'s revenue is estimated to be in the range of $10M$25M

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