Jacob Szewczyk
Chicago Wealth Management · Chicago, Illinois
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.
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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 |
| Assets under management | $365.7M across 1,037 accounts |
| SEC registration | Investment adviser representative in IL · CRD 8316538 |
| Exams passed | Series 65 (2026) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.chicagowm.com |
How Jacob's firm compares
- Chicago Wealth Management's average account is about $353,000, from its Form ADV (assets managed divided by 1,037 accounts).
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Questions about Jacob
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Chicago Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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