Chicago Wealth Management

Finance · Illinois, United States · 1-10 Employees

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Overview

Headquarters

2 N Riverside Plz Ste 1620, Chicago, Ill...

Phone Number

(312) 376-8350

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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Jun
ZI Rank
1
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About Chicago Wealth Management

Chicago Wealth Management (CWM) is a multi-generational team of credentialed professionals dedicated to investment and wealth management. They focus on actively managing portfolios and planning for significant financial transitions, utilizing technology to consolidate clients' financial plans in a secure location. CWM emphasizes honest partnerships and impactful decisions to help clients achieve meaningful and fulfilling lives. Their services are aimed at individuals seeking comprehensive financial solutions and proactive guidance.Explore more
Chicago Wealth Management's Social MediaPopular SearchesChicago Wealth Management IncChicago Wealth Managementwealth management consultants IncSIC Code 62,628NAICS Code 52,523Show more

Chicago Wealth Management Org Chart

PhoneEmail
MP
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Project Director

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Financial Planning Associate

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Chicago Wealth Management

<$5M
1-10
Private
-
-
MP
Miriam PieperProject Director
<$5M
11-50
Private
-
-
MH
Monica HunsakerClient Relationship Manager
<$5M
1-10
Private
-
2014
ES
Erik SelnessWealth Advisor
<$5M
1-10
Private
-
2005
CL
Christine LalisanInsurance Specialist
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
<$5M
1-10
Private
-
2019
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Chicago Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Chicago Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Chicago Wealth Management.

Chicago Wealth Management Tech Stack

A closer look at the technologies used by Chicago Wealth Management

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Frequently Asked Questions Regarding Chicago Wealth Management

What is Chicago Wealth Management's official website?
Chicago Wealth Management's official website is www.chicagowm.com
What is Chicago Wealth Management's Revenue?
Chicago Wealth Management's revenue is <$5 Million
What is Chicago Wealth Management's SIC code?
Chicago Wealth Management's SIC: 62,628
What is Chicago Wealth Management's NAICS code?
Chicago Wealth Management's NAICS: 52,523
How many employees does Chicago Wealth Management have?
Chicago Wealth Management has 1-10 employees
What industry does Chicago Wealth Management belong to?
Chicago Wealth Management is in the industry of: Finance, Securities Trading
What is Chicago Wealth Management competition?
Chicago Wealth Management top competitors include: Vibrance Wealth Management, LifeWorth Financial, Encompass Wealth Management, Von Adelung Wealth Management
What technology does Chicago Wealth Management use?
Some of the popular technologies that Chicago Wealth Management uses are: Google Cloud Web Serving, Google Cloud Platform, Microsoft 365, Microsoft Exchange Online
How do I contact Chicago Wealth Management?
Chicago Wealth Management contact info: Phone number: (312) 376-8350 Website: www.chicagowm.com
What does Chicago Wealth Management do?

Chicago Wealth Management (CWM) is a multi-generational team of credentialed professionals dedicated to investment and wealth management. They focus on actively managing portfolios and planning for significant financial transitions, utilizing technology to consolidate clients' financial plans in a secure location. CWM emphasizes honest partnerships... and impactful decisions to help clients achieve meaningful and fulfilling lives. Their services are aimed at individuals seeking comprehensive financial solutions and proactive guidance.Read More

What are Chicago Wealth Management social media links?
Chicago Wealth Management Linkedin page
Is Chicago Wealth Management a public company?
Chicago Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Chicago Wealth Management

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