Chimera Wealth
Firm details
- Headquarters
- ,
- CRD number
- 311674
- Website
- www.chimerawealth.com
- 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
FINTRXOverview
Chimera Wealth is an independent registered investment adviser organized as an LLC that serves a mix of individual, family and institutional clients. The firm combines financial planning, portfolio management for individuals and small businesses, and pension consulting services with insurance brokerage capabilities. Its fee model is flexible and includes asset-based fees alongside hourly, subscription and fixed-fee arrangements. Chimera Wealth does not identify as an active ESG investor and is not listed as a capital allocator. Ownership is recorded as a combination of a domestic entity and an individual. The firm’s activities emphasize advisory and insurance services rather than running third-party capital allocation platforms.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Funds85%
- Exchange Traded Equities5%
- Cash & Cash Equivalents5%
- Other4%
- Private Funds1%
Owners & executives
1 of 1Antone Bulich
Managing Partner, CCO and COOCRD 5943583
Contacts
3 of 3
Salvador Abarca
Managing PartnerCRD 6247916
Carlton Ellis
Registered RepresentativeCRD 1371058

Joshua Gordon
Vice President, MarketingCRD 7340371
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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