Chimera Wealth

RIASEC Registered
Total AUM
$16.7M
Discretionary
$16.7M
100% of AUM
Avg account
$129K
Accounts
130
Employees
2
Advisory reps
4

Firm details

Headquarters
,
CRD number
311674
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Subscription Fees, Fixed Fees
Client types
  • HNWI54.02%
  • Individuals44.35%
  • Corporations / Businesses1.63%
Services
Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Chimera Wealth is an independent registered investment adviser organized as a limited liability company and owned by a domestic entity/individual. The firm serves both individual & family clients and institutional clients, offering financial planning, portfolio management for individuals and small businesses, and pension consulting. Chimera also operates as an insurance broker and employs multiple fee arrangements, including a percentage-of-AUM model as well as hourly, subscription, and fixed-fee engagements. The firm is not identified as an active ESG investor in the available filings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 85%, Exchange Traded Equities 5%, Cash & Cash Equivalents 5%, Other 4%, Private Funds 1%85%
  • Public Funds/Mutual Funds85%
  • Exchange Traded Equities5%
  • Cash & Cash Equivalents5%
  • Other4%
  • Private Funds1%

Owners & executives

2 of 2
  • Salvador Abarca

    Salvador Abarca

    Managing Partner, Chief Investment OfficerCRD 6247916

  • Antone Bulich

    Antone Bulich

    Managing Partner, CCO and COOCRD 5943583

Contacts

2 of 2
  • Carlton Ellis

    Carlton Ellis

    Registered RepresentativeCRD 1371058

  • Joshua Gordon

    Joshua Gordon

    Vice President, MarketingCRD 7340371

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth