Chesapeake Wealth Strategies, Inc.
Firm details
- Headquarters
- Baltimore, Maryland
- CRD number
- 284097
- Website
- ches.bank
- Fee structure
- Other
Firm profile
FINTRXOverview
Chesapeake Wealth Strategies, Inc. is an individually owned corporate institutional RIA that operates under a fee structure described as "other." The firm does not identify as a multi-state adviser, is not an active ESG investor, and is not positioned as a capital allocator. Its stated industry affiliation is with accounting professionals, suggesting access to tax and accounting-related advisory resources alongside investment activity.
Assets & Accounts
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
Contacts
1 of 1Richard Hoffman
PrincipalCRD 4417066
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Baltimore, MD
Baltimore
Location
Baltimore, MD
Headquartered in Baltimore, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Baltimore
- Address
- 27 Hooks Ln
- Time zone
- ET (UTC-5)
- Office locations
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