Chilmark Wealth Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 335044
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals51.38%
- HNWI48.62%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Chilmark Wealth Management LLC is a privately owned limited liability company that serves individual and family clients. The adviser charges fees based on a percentage of assets under management and focuses on portfolio management for individuals and small businesses. The firm’s background includes accounting activities alongside its advisory work. It is not positioned as a capital allocator, does not market itself as an ESG investor, and is not identified as a multi-state or pension consulting adviser.
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
- Public Funds/Mutual Funds72%
- Exchange Traded Equities13%
- US Government Bonds12%
- Cash & Cash Equivalents2%
- Other1%
Contacts
1 of 1
Kyle McDevitt
CCO, Managing MemberCRD 8050046
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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