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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-28-1998
- Office Locations
- 2
Office Locations
About Chicago Wealth Management, Inc.
Chicago Wealth Management is a Chicago-based RIA providing integrated financial planning and discretionary portfolio management for individuals and families, including guidance through major financial transitions, estate and insurance planning. The multi-generational, credentialed team uses technology to consolidate plans in a secure portal and emphasizes continuing education and tax-law awareness. Portfolios commonly use asset allocation with ETFs and mutual funds; custody includes Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
NICHOLAS J. THOMPSON
Chief Compliance Officer, Principal
- CRD
- #6028471
- Ownership
- 50% but less than 75%
Whitney Harris Ribbens
Principal
- CRD
- #6639549
- Ownership
- 10% but less than 25%
Showing 2 of 3 owners & executives
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Erica Lynn Gnilka
Senior Advisor
- CRD
- #7892708
Jacob Michael Szewczyk
--
- CRD
- #8316538
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $365,707,162 | $352,659 |
| Non-Discretionary | $0 | -- |
| Total | $365,707,162 | $352,659 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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