CHASE WEALTH MANAGEMENT

Overview

Chase Wealth Management is organized as a limited liability company offering fee-based financial planning and discretionary portfolio management aimed at individuals and small businesses. The firm operates under a mixed fee model — charging both a percentage of assets under management and fixed fees — and is not identified as an active ESG investor. It is classified as unclassified in the available record, is not a capital allocator, and does not operate as a multi-state adviser or a pension consultant. An industry affiliation with an insurance company suggests the firm may integrate insurance-linked solutions into client plans or coordinate closely with insurance products as part of comprehensive financial advice.

Assets & Accounts

Location & Offices