Frank L. Washelesky
Professional summary
Frank L Washelesky, who also goes by Frank Lawrence Washelesky, Frank Washelesky, is a registered financial advisor currently at CITRIN COOPERMAN WEALTH MANAGEMENT, LLC located in Chicago, Illinois.
Frank is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Frank has worked at 2 firms .
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Frank L Washelesky's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 25, 2025 - Present
CITRIN COOPERMAN WEALTH MANAGEMENT, LLC
August 21, 2018 - October 31, 2025
ORBA WEALTH ADVISORS, LLC
Primary Firm SEC Registration
CITRIN COOPERMAN WEALTH MANAGEMENT, LLC
CRD#: 317528 / SEC#: 801-122783
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/8/2025)
(11/25/2025)
Exams
Current Firm
CITRIN COOPERMAN WEALTH MANAGEMENT, LLC
CRD#: 317528 / SEC#: 801-122783
Contact information
SEC notice filing (8 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 762 |
| AUM (Assets Under Management) | $ 1,626,110,870 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/27/2025 | ||
| 09/25/2024 | ||
| 07/28/2023 | ||
| 01/18/2023 |
Red Flags
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