Chatham Wealth Management
Firm details
- Headquarters
- Chatham, New Jersey
- CRD number
- 111987
- Registered since
- December 5, 2000
- Website
- www.chathamwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI89.07%
- Individuals10.88%
- Charitable Organizations0.05%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Chatham Wealth Management is a privately held limited liability company operating as an independent registered investment adviser. The firm is SEC registered (initial registration in 2000) and serves primarily individual and family clients on a fee basis tied to assets under management. Its advisory work centers on financial planning and discretionary portfolio management for individuals and small businesses. The firm does not identify as an active ESG investor and does not operate as a capital allocator; instead it relies on third-party managers for certain strategies.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities42%
- Public Funds/Mutual Funds42%
- Cash & Cash Equivalents6%
- State & Local Bonds4%
- Investment Grade Corp Bonds4%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 109Active vs passive
$282M in ETFs
81%
$230M
7%
$52.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $25.8M | 69,003 | 9.15% |
Location
Chatham, NJ
Morris
Location
Chatham, NJ
Headquartered in Chatham, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Morris
- Address
- 10 Townsquare
- Time zone
- ET (UTC-5)
- Office locations
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