What departments does Chicago Partners Wealth Advisors have?

Chicago Partners Wealth Advisors has employees across 3 departments including Human Resources, Operations, Consultant.

What is the largest department at Chicago Partners Wealth Advisors?

The largest department at Chicago Partners Wealth Advisors is Human Resources with 1 employees.

Where are Chicago Partners Wealth Advisors employees located globally?

Chicago Partners Wealth Advisors has employees across 2 continents and 2 countries including India, United States Of America.

How has Chicago Partners Wealth Advisors's team size changed over time?

Chicago Partners Wealth Advisors's team has grown from approximately 63 to 66 employees based on available data.

Chicago Partners Wealth Advisors Employee Directory

Investment ManagementIllinois, United States51-200 Employees

Chicago Partners Wealth Advisors is a Chicago-based investment management firm focused on optimizing wealth for high-net-worth individuals, corporations, foundations, institutions, and family offices. The firm oversees more than $7 billion in assets for over 2,700 clients across the United States and abroad. Its structured five-step Wealth Optimization Process guides clients to a customized plan that includes portfolio review, investment management, tax strategy optimization, estate planning, retirement planning, education planning, and cash flow planning.

The team comprises professionals with credentials such as CFPs, CFAs, JDs, and CAIAs, and each client is served by a dedicated advisory group addressing all facets of wealth. As fiduciaries, the advisors are held to a high standard and act in the client's best interests. Based in Chicago, Illinois, the firm expanded in 2024 through the acquisition of Strategic Wealth Partners, headquartered in Deerfield, Illinois.

Chicago Partners Wealth Advisors Global Highlights

North America
78

United States Of America
78

Asia
1

India
1

Chicago Partners Wealth Advisors's Leadership

D. T.
Partner
Mobile Phone
Email
J. P.
Partner
Mobile Phone
Email
V. A.
Hr Manager
Mobile Phone
Email
W. C.
Manager Of Operations
Mobile Phone
Email
T. G.
Senior Advisor
Mobile Phone
Email
J. D.
Private Wealth Management Intern
Mobile Phone
Email

Chicago Partners Wealth Advisors Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Entrepreneurship
Community & Social Services
Accounting
Other
Consultant

Contact profiles from Chicago Partners Wealth Advisors

Name

Title

Contact Info

Location

Last Update

D. T.
Partner
Mobile Phone
Email
Jun 30, 2026
J. P.
Partner
Mobile Phone
Email
Oct 22, 2024
V. A.
Hr Manager
Mobile Phone
Email
IndiaChandigarh
Jul 07, 2026
W. C.
Manager Of Operations
Mobile Phone
Email
Oct 22, 2024
T. G.
Senior Advisor
Mobile Phone
Email
Oct 16, 2024
J. D.
Private Wealth Management Intern
Mobile Phone
Email
Jun 27, 2026

Frequently Asked Questions

What is Chicago Partners Wealth Advisors known for?

Chicago Partners Wealth Advisors was founded in 2008 operates in the Investment Management industry; you can contact the main corporate office by phone at

+1-312-284-****

. Explore Chicago Partners Wealth Advisors's company overview page for more information.

What is Chicago Partners Wealth Advisors's most common email format?

Chicago Partners Wealth Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Chicago Partners Wealth Advisors email formats with LeadIQ.

How many employees does Chicago Partners Wealth Advisors have currently?

Chicago Partners Wealth Advisors has approximately 58 employees as of August 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are Chicago Partners Wealth Advisors's key employees and leadership?

As of August 2026, Chicago Partners Wealth Advisors's key employees include:

Partner: D. T.
Partner: J. P.
Hr Manager: V. A.
Manager Of Operations: W. C.
Senior Advisor: T. G.

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Chicago Partners Wealth Advisors Employee Directory

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