CL Wealth Management LLC

Overview

CL Wealth Management LLC is an SEC registered investment adviser based in Schaumburg, IL, registered since 2011. It reports $734M in assets under management across 2,165 accounts, with 42 employees. It has 42 investment adviser representatives.

Reported AUM

$734M

Discretionary

51%

Accounts

2,165

Average account

$339K

Employees

42

Advisory reps

42

Registered since

2011

Jurisdictions

49

As reported in the firm's August 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Periodicals or Newsletters
• Selection of Other Advisors

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges, Other Fees and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 2 of 2

• Roger Farrell Leibowitz President CRD 2536523
• Bjorn Jordan Chief Compliance Officer CRD 4366435

Advisory reps 3 of 42

• William R Bessette Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2078999
• Peter E Bianchetto Jr. Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2799192
• Lamindy C Brandon-Joseph Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2591953

39 more advisory reps, with emails, phones and branch locations

Location

Headquarters

425 N Martingale Rd Ste 1220
Schaumburg, IL 60173

County

Cook

Metro area

Chicago-Naperville-Elgin, IL-IN-WI

Region

Midwest

Registrations

• SEC registered
• Registered in 49 jurisdictions
• Website: leadingedgefinancialgroup.com

Every state, with registration dates

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