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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

CHICAGO WEALTH MANAGEMENT, INC.

CRD 112271

CHICAGO, IL

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Search this name across graphsid dfx:ria:fdf9e3b4-546c-5478-0398-e254ce6eee42

Data as of Mar 28, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:53 AM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 1
On other graphs: 0
Observed: Mar 26, 2012 to Mar 28, 2026
29 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.96 fund_share=0.0 institutional_share=0.04 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $366MItem 5.F on the latest filing (2026-03-28); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $366M
Private client RAUM: $350MderivedItem 5.D individuals plus high net worth individuals
Private client share: 96%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $73.1Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 6
Advisory employees: 4
Offices: 4Schedule D 1.F, beyond the principal office
Accounts: 1,037
Individual clients: 172
High net worth clients: 116
Custody, client assets: $123M
SEC number: 801-66548
CIK: 1592178
CRD: 112271
Filings on the tape: 29
First filed: Mar 26, 2012
Latest filed: Mar 28, 2026
Organised: Corporation, IL

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JEFFREY GEORGE CRIBBS	Certified Financial Planner	CHICAGO, IL	28	38	n/a	no
NICHOLAS J. THOMPSON	n/a	CHICAGO, IL	14	19	n/a	no
Whitney Harris Ribbens	Certified Financial Planner	CHICAGO, IL	10	16	n/a	no
Erica Lynn Gnilka	n/a	CHICAGO, IL	2	10	n/a	no
Jacob Michael Szewczyk	n/a	CHICAGO, IL	0	10	n/a	no

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
CWM FUND, LP	Hedge Fund	$15.7M	Mar 27, 2013	33	Mar 26, 2012	dropped	021-183766

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CRIBBS, JEFFREY, GEORGE	MANAGING PRINCIPAL	Na	yes	06/2004	Mar 26, 2012	Mar 27, 2024
Ribbens, Whitney, Harris	Principal	B	yes	01/2019	Mar 29, 2020	Mar 27, 2024
THOMPSON, NICHOLAS, J.	CHIEF COMPLIANCE OFFICER	D	yes	01/2014	Mar 30, 2015	Mar 27, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 28, 2026	$366M	$366M	6	4	4	n/a	n/a
2024	Mar 26, 2025	$307M	$307M	5	4	0	n/a	n/a
2023	Mar 26, 2024	$260M	$260M	5	3	0	n/a	n/a
2022	Mar 30, 2023	$237M	$237M	4	3	0	n/a	n/a
2021	Mar 24, 2022	$233M	$233M	5	3	0	n/a	n/a
2020	Mar 29, 2021	$175M	$175M	5	3	0	n/a	n/a
2019	Mar 29, 2020	$159M	$159M	5	3	0	n/a	n/a
2018	Mar 18, 2019	$133M	$133M	4	3	0	n/a	n/a
2017	Mar 14, 2018	$122M	$122M	4	3	0	n/a	n/a
2016	Mar 23, 2017	$105M	$102M	4	3	n/a	n/a	n/a
2015	Mar 29, 2016	$121M	$119M	4	3	n/a	n/a	n/a
2014	Mar 30, 2015	$126M	$124M	4	3	n/a	n/a	n/a
2013	Mar 27, 2014	$123M	$123M	4	2	n/a	n/a	n/a
2012	Mar 27, 2013	$100M	$100M	3	2	n/a	1	$15.7M
2011	Mar 26, 2012	$91.0M	$91.0M	n/a	n/a	n/a	1	$15.7M

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$366M	$307M	19.0%	$237M	15.6%	6	5	4	0

Relationships

Registered with (7)

← Jacob Michael SzewczykAdvisorregistration: current employment
Jul 22, 2026 to presentfactForm ADV
← Erica Lynn GnilkaAdvisorregistration: current employment
Apr 11, 2024 to presentfactForm ADV
← Whitney Harris RibbensAdvisorregistration: current employment
Apr 30, 2016 to presentfactForm ADV
← NICHOLAS J. THOMPSONAdvisorregistration: current employment
May 22, 2012 to presentfactForm ADV
← JEFFREY GEORGE CRIBBSAdvisorregistration: current employment
Jun 28, 1998 to presentfactForm ADV
← CARLOS MANUEL SERAAdvisorregistration: previous registration
Jul 10, 2007 to Apr 19, 2016factForm ADV
← MICHAEL Morse GARRISONAdvisorregistration: previous registration
Jun 12, 2007 to Nov 19, 2012factForm ADV

Controls (3)

← CRIBBS, JEFFREY, GEORGEOwnerMANAGING PRINCIPAL, ownership code NA, individual
Mar 26, 2012 to Mar 27, 2024factForm ADV
← THOMPSON, NICHOLAS, J.OwnerCHIEF COMPLIANCE OFFICER, ownership code D, individual
Mar 30, 2015 to Mar 27, 2024factForm ADV
← Ribbens, Whitney, HarrisOwnerPRINCIPAL, ownership code B, individual
Mar 29, 2020 to Mar 27, 2024factForm ADV

Advises (1)

→ CWM FUND, LPPrivate fundHedge Fund, IA, no longer reported
Mar 26, 2012 to Mar 27, 2013factForm ADV

Dated events

Occurred
Mar 29, 2020
Control person joined
Harris Whitney Ribbens (Principal) appeared on Schedule A of Chicago Wealth Management, Inc.
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fdf9e3b4-546c-5478-0398-e254ce6eee42
First observed: Mar 26, 2012
Last observed: Mar 28, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CHICAGO WEALTH MANAGEMENT, INC.

CRD 112271

CHICAGO, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:fdf9e3b4-546c-5478-0398-e254ce6eee42

Data as of Mar 28, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:53 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JEFFREY GEORGE CRIBBS

Certified Financial Planner

CHICAGO, IL

n/a

NICHOLAS J. THOMPSON

n/a

CHICAGO, IL

n/a

Whitney Harris Ribbens

Certified Financial Planner

CHICAGO, IL

n/a

Erica Lynn Gnilka

n/a

CHICAGO, IL

n/a

Jacob Michael Szewczyk

n/a

CHICAGO, IL

n/a

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

CWM FUND, LP

Hedge Fund

$15.7M

Mar 27, 2013

Mar 26, 2012

dropped

021-183766

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CRIBBS, JEFFREY, GEORGE

MANAGING PRINCIPAL

yes

06/2004

Mar 26, 2012

Mar 27, 2024

Ribbens, Whitney, Harris

Principal

yes

01/2019

Mar 29, 2020

Mar 27, 2024

THOMPSON, NICHOLAS, J.

CHIEF COMPLIANCE OFFICER

yes

01/2014

Mar 30, 2015

Mar 27, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 28, 2026

$366M

n/a

2024

Mar 26, 2025

$307M

n/a

2023

Mar 26, 2024

$260M

n/a

2022

Mar 30, 2023

$237M

n/a

2021

Mar 24, 2022

$233M

n/a

2020

Mar 29, 2021

$175M

n/a

2019

Mar 29, 2020

$159M

n/a

2018

Mar 18, 2019

$133M

n/a

2017

Mar 14, 2018

$122M

n/a

2016

Mar 23, 2017

$105M

$102M

n/a

2015

Mar 29, 2016

$121M

$119M

n/a

2014

Mar 30, 2015

$126M

$124M

n/a

2013

Mar 27, 2014

$123M

n/a

2012

Mar 27, 2013

$100M

n/a

$15.7M

2011

Mar 26, 2012

$91.0M

n/a

$15.7M

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$366M

$307M

19.0%

$237M

15.6%