Chicago Wealth Management, Inc.
- Regulatory AUM
- $366M
- Discretionary
- $366M
- Clients
- 304
- Avg AUM / client
- $1.2M
- Accounts
- 1,037
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of Mar 28, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 172 | $50.6M | 13.8% |
| High net worth individuals | 116 | $299M | 81.8% |
| Pension and profit sharing plans | 16 | $15.6M | 4.26% |
| Charitable organizations | Fewer than 5 clients | $315K | 0.09% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Latham & Watkins 401(k) Savings And Profit Sharing Plan Latham & Watkins Llp | 2024 |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jeffrey George Cribbs | Managing Principal | CFP | Jun 1998 (28y) | Less than 5% |
| Nicholas J. Thompson | Chief Compliance Officer | May 2012 (14y) | 50% – 75% | |
| Whitney Harris Ribbens | Principal | CFP | Apr 2016 (10y) | 10% – 25% |
| Erica Lynn Gnilka | Registered representative | Apr 2024 (2y) |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Latham & Watkins 401(k) Savings And Profit Sharing Plan | Latham & Watkins Llp | 4,864 | $3.1B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/28/2026 | 908 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $355M (97% of AUM) Mar 2026
- National Financial Services (Fidelity) $22.2M (14% of AUM) May 2020
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 28, 2026.
View current Form ADV (SEC/IAPD) ↗