# INTEROCEAN WEALTH MANAGEMENT LLC

INTEROCEAN WEALTH MANAGEMENT LLC of CHICAGO, IL is an SEC-registered investment adviser.

## Registration

- CRD: 140456
- Type: SEC-registered investment adviser
- SEC file number: 801-67586
- Location: 401 N. MICHIGAN AVENUE, SUITE 3125, CHICAGO, IL, 60611
- Phone: 312-698-6900
- Latest filing: 2009-03-26
- Regulatory AUM: $548.0M
- Non-discretionary AUM: $548.0M
- Clients: 11
- Accounts: 551

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| O BRIEN LEONARD JOSEPH | PRESIDENT, WEALTH MANAGEMENT SERVICES | — |
| SADZEWICZ GERY JOSEPH | CEO & CFO; CEO/CFO, CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER (+1 more) | — |
| CHALEFF CARL THOMAS | MANAGING MEMBER | — |
| RATERMAN THOMAS BRIAN | CEO; MANAGING MEMBER | — |
| COMELLA MICHELLE MARIE | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/140456/brochure
- Similar advisers: https://search.stillhousedata.com/firm/140456/similar
- Related entities: https://search.stillhousedata.com/firm/140456/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/140456

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.