CL WEALTH MANAGEMENT LLC

SCHAUMBURG, Illinois·8 registered advisors·CRD# 134922
SEC# 801-7270142212-388-6200
01

Firm Overview

AUM
$533M
Regulatory assets under management
Employees
44
Total firm employees
Advisors
8
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: THIRD PARTY ADVISORY FEES
03

Specialties

Financial PlanningInvestment Management
04

Advisors at CL WEALTH MANAGEMENT LLC

8 registered advisors
Albert Akerman
NEW YORK, New York
Bjorn Jordan
SCHAUMBURG, Illinois
Christopher Charles Pollina
RICHMOND, Virginia
Harvey Seward Martin
NEW YORK, New York
Howard Davis
NEW YORK, New York
Jacob Abraham Frydman
NEW YORK, New York
Robert Philip Mather
NEW YORK, New York
Roger Farrell Leibowitz
SCHAUMBURG, Illinois
05

Office Locations

NEW YORK, New York
5 advisors
SCHAUMBURG, Illinois
2 advisors
RICHMOND, Virginia
1 advisor

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Data sourced from SEC Form ADV filings. CL WEALTH MANAGEMENT LLC (CRD# 134922) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.