# Chicago Wealth Management, Inc

> Financial dashboard and secure document sharing with an advisor. (iPhone/iPad app by Chicago Wealth Management Inc..)

- Source: https://appshunter.io/ios/app/chicago-wealth-management-inc/id1463880922 (this page in markdown: same URL + `.md`)
- Developer: [Chicago Wealth Management Inc.](https://appshunter.io/developer/1463880921)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 2 App Store ratings
- Age rating: 17+
- Requires: iOS 12.0 · 0 MB
- Languages: English
- Released: 2019-05-29
- Data updated: 2026-06-01
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/chicago-wealth-management-inc/id1463880922/reviews.md

## What is Chicago Wealth Management, Inc?

Top Features

 - Interactive dashboard showing your complete financial picture
 - Dynamic reporting of your current investments
 - Document vault for secure transfer of files with your advisor.

## Key features

- Interactive financial dashboard
- Dynamic investment reporting
- Secure document vault
- Advisor file transfer


## Frequently asked questions about Chicago Wealth Management, Inc

### What is Chicago Wealth Management, Inc. used for?

Chicago Wealth Management, Inc. provides an interactive dashboard to view your financial picture and dynamic reports for your investments. It also includes a document vault for secure file transfers with your advisor.

### Is Chicago Wealth Management, Inc. free to use?

Yes, Chicago Wealth Management, Inc. is available for free. There are no in-app purchases or subscription fees associated with its use.

### What devices support Chicago Wealth Management, Inc.?

Chicago Wealth Management, Inc. is supported on iPhone, iPad, and iPod devices.

### How secure is the document vault in Chicago Wealth Management, Inc.?

The document vault is designed for secure transfer of files with your advisor, ensuring the confidentiality of your financial documents.

### How often is Chicago Wealth Management, Inc. updated?

The app was last updated on November 25, 2024, indicating regular maintenance and potential feature enhancements.

### What is the age rating for Chicago Wealth Management, Inc.?

Chicago Wealth Management, Inc. has an age rating of 17+, suggesting it is intended for adult users due to its financial nature.

### Does Chicago Wealth Management, Inc. have ads?

No, Chicago Wealth Management, Inc. does not contain advertisements. The app is ad-free.

### What is the user feedback on Chicago Wealth Management, Inc.?

Chicago Wealth Management, Inc. has received a perfect 5.0-star rating from 2 reviews, indicating a highly positive user sentiment.

## Version history (last 4 releases)

### 3.0 — 2024-11-25

Convenient, secure access to view your accounts
 - Track your net worth including your managed investment portfolios
 - View each of your accounts individually to further analyze performance, allocations and more
 - Streamline communication with your financial advisor using two-way document sharing via the secure vault
 - Receive notifications when your advisor has posted a document to your vault

### 2.0.1169834 — 2023-12-29

App updates

### 2.0.671984 — 2020-08-12

Compatibility updates

### 2.0.438198 — 2019-05-29

No release notes.

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-01.*