Chase Wealth Management

Overview

Chase Wealth Management is organized as a limited liability company under individual ownership and is listed in FINTRX as an unclassified advisory firm. The firm provides financial planning and portfolio management services targeted at individuals and small businesses. Its disclosed fee model combines percentage-of-assets and fixed-fee arrangements. FINTRX flags an industry affiliation with an insurance company but does not list multi-state registration, capital-allocation activity, pension consulting, or related-adviser relationships. The data source does not show an SEC registration year.

Assets & Accounts

Investments & Alternatives