Next-Gen + Best-in-State · rank 56 · Chicago, Illinois · listed firm: Merrill Private Wealth Management
Identity & firm
- Firm — Merrill Private Wealth Management (high)
- “The CKWM Group is a Chicago based - Private Wealth Management team specialized in serving Ultra-High-Net-Worth entrepreneurs and families.” — firm_official
- “"firmName": "MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED"” — sec_finra_regulatory
- Parent company — Bank of America (high)
- “The CKWM Group offers customized, guided access to the vast resources available through Merrill and Bank of America.” — firm_official
- Firm type — wirehouse (high)
- “"firmName": "MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED", "iaOnly": "N", "registrationBeginDate": "6/2/2017", "firmBCScope": "ACTIVE", "firmIAScope": "ACTIVE"” — sec_finra_regulatory
- Team name — The CKWM Group (high)
- “The CKWM Group is a Chicago based - Private Wealth Management team specialized in serving Ultra-High-Net-Worth entrepreneurs and families.” — firm_official
- Team size — 15 (medium)
- “"@type":"Person","name":"Jack Mullen","jobTitle":"Private Wealth Advisor"” — firm_official
- CRD — 6069315 (high)
- “"individualId": 6069315, "firstName": "JACK", "middleName": "S", "lastName": "MULLEN"” — sec_finra_regulatory
- Years experience — 13 (high)
- “"daysInIndustryCalculatedDate": "7/28/2013"” — sec_finra_regulatory
- Designations — other:PIA (Personal Investment Advisor) (medium)
- “"hasCredential":[{"@type":"EducationalOccupationalCredential","name":"Personal Investment Advisor","alternateName":"PIA"}]” — firm_official
Book of business
- Team AUM ($M) — 10000 (high)
- “Assets Under Management (Team): $10B (custodied)” — forbes_shook
- Account minimum ($M) — 5 (high)
- “Minimum Account Size: $5M for new business” — forbes_shook
- Typical client net worth ($M) — 30 (medium)
- “Typical Household Size: $25-35M” — forbes_shook
- Client niche — UHNW entrepreneurs, business owners, public company executives, and private equity/hedge fund general partners (high)
- “Consistently ranked as one of the top teams in the UHNW space, CKWM specializes in working with business owners, public company executives and private equity and hedge fund general partners.” — firm_official
- Custodians — gap: not_applicable
- Fee model — gap: not_public
Positioning & marketing
- Website url — https://advisor.ml.com/sites/il/chicago-pwm/ckwmgroup (high)
- “The CKWM Group - Financial Advisor in Chicago, IL 60606” — firm_official
- Value proposition (verbatim) — Deliver a bespoke, elite client experience by ensuring our clients' interests come first in everything we do. (high)
- “Deliver a bespoke, elite client experience by ensuring our clients’ interests come first in everything we do.” — firm_official
- Differentiators — Deliberately limited client roster to preserve attention per relationship, UHNW specialization in business owners, public company executives, and PE/hedge fund GPs, Guided access to Merrill and Bank of America institutional resources, Consistently top-ranked team in the UHNW space, Team philanthropy and board involvement as a cultural cornerstone (high)
- “The Team is focused on serving a limited number of clients, so they can deliver the attention and strategies you need and deserve. The CKWM Group offers customized, guided access to the vast resources available through M” — firm_official
- “Philanthropy and community involvement are cornerstones of The CKWM Group.” — firm_official
- Content marketing — occasional (medium)
- “Weekly Market Insights is the Chief Investment Office's weekly investment insight report examining the current market conditions, and pointing towards key resources for thoughts...” — firm_official
- Has podcast — no (medium)
- “Weekly Market Insights is the Chief Investment Office's weekly investment insight report examining the current market conditions, and pointing towards key resources for thoughts...” — firm_official
- Books published — 0 (low)
- “"@type":"Person","name":"Jack Mullen","jobTitle":"Private Wealth Advisor","honorificSuffix":"PIA"” — firm_official
- Linkedin url — https://www.linkedin.com/in/jack-mullen-7301b241 (high)
- Social presence — linkedin_active (low)
- Press awards — Barron's "Top 250 Private Wealth Management Teams" (2024-2026), Forbes "Best-in-State Wealth Advisors" (2025, 2026), Forbes "America's Top Wealth Management Teams Private Wealth" (2024-2025), Forbes "Best-in-State Wealth Management Teams" (2023, 2026), Forbes "Best-in-State Next Generation Wealth Advisors" (2019, 2022, 2024, 2025) (high)
- “"award":["Forbes "Best-in-State Wealth Advisors" (2026)","Forbes "Best-in-State Wealth Management Teams" (2023, 2026)","Forbes "America's Top Wealth Management Teams Private Wealth" (2024-2025)","Barron’s “Top 250 ” — firm_official
Visual brand
- Has distinct logo — no (high)
- “
” — firm_official
- “
- Logo url — gap: not_found_after_search
- Visual brand notes — Merrill corporate template: navy/dark primary with brand-gray secondary text, clean sans-serif, formal studio headshots on white, no team-specific mark or palette. (high)
- “class="BreakWord text-brand-primary mb-2 text-xl flex gap-1"” — firm_official