Chatham Wealth ManagemenT. LLC

Overview

Chatham Wealth Management LLC is a small independent registered investment adviser serving individual and family clients, with additional work for small-business retirement arrangements through pension consulting. The firm charges a mix of percentage-of-AUM, hourly, and fixed fees and operates primarily as a discretionary manager. Investment activity tilts heavily to publicly traded equities delivered through exchange-traded vehicles, and the firm identifies as an active ESG investor—meaning ESG considerations are built into security selection and portfolio construction where appropriate. Beyond equities, Chatham allocates to third‑party real estate managers and uses mutual funds as complementary building blocks. Portfolios are constructed to prioritize liquid, exchange‑traded instruments for the core equity exposure, while alternatives (real estate) are accessed through external managers to add diversification and potential income/total‑return characteristics that sit outside traditional stocks and bonds. The firm’s advisory services emphasize financial planning and portfolio management for individuals and small businesses, which suggests customization at the client level rather than a one‑size‑fits‑all model.

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Public Holdings

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Location & Offices