Chase Wealth Management

Overview

Chase Wealth Management is organized as a limited liability company and is owned by an individual. The firm provides financial planning and discretionary portfolio management aimed at individuals and small-business clients. Its compensation model includes both asset-based fees and fixed fees. The adviser is not positioned as an ESG investor and does not operate as a multi-state adviser. It is not identified as a capital allocator, pension consultant, or related adviser. The firm has an industry affiliation with an insurance company, which may shape distribution or product relationships.

Assets & Accounts

Location & Offices