Chladek Wealth Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 152435
- Website
- chladekwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI81.03%
- Individuals18.97%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Chladek Wealth Management, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients, with a focus on financial planning and portfolio management for individuals and small businesses. Its fee arrangements are flexible and include percentage-of-assets, hourly charges, and fixed fees. The adviser is not positioned as a capital allocator, does not identify as an active ESG investor, and is not a multi-state or pension consulting specialist.
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
Asset composition
- Public Funds/Mutual Funds94%
- Cash & Cash Equivalents6%
Contacts
1 of 1
John Chladek
Founder and PresidentCRD 4726363
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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