# Jacob Szewczyk

> Jacob Szewczyk is a fee-only financial advisor at Chicago Wealth Management in Chicago, Illinois. Chicago Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jacob-szewczyk/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Chicago Wealth Management
- **Based in:** Chicago, Illinois
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $365.7M across 1,037 accounts
- **CRD:** 8316538 (https://adviserinfo.sec.gov/individual/summary/8316538)
- **SEC registration:** Investment adviser representative in IL
- **Exams passed:** Series 65 (2026)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** http://www.chicagowm.com

## Frequently asked questions

### Is Jacob Szewczyk a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jacob holds no broker registration, and Chicago Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jacob charge for financial advice?

Jacob's firm, Chicago Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Jacob Szewczyk based?

Jacob Szewczyk is based in Chicago, Illinois.

### Is Jacob Szewczyk registered with the SEC?

Yes. Jacob Szewczyk is registered as an investment adviser representative in IL (CRD 8316538), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Chicago Wealth Management manage?

Chicago Wealth Management reports $365.7M across 1,037 accounts in assets under management.

### How do I contact Jacob Szewczyk?

Through Jacob's website, www.chicagowm.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8316538): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://chicagowm.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.