Chatham Wealth Management
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Overview
Chatham Wealth Management is a financial advisor company that has its headquarters in Chatham, New Jersey. The firm controls $411.4 million in assets over 315 client accounts, making it one of the bigger firms in the country by assets under management (AUM). It has a small group, including 3 financial advisors. Chatham Wealth Management does not act as a registered broker-dealer, signifying that the advisor is not able to buy and sell securities for its accounts and those of its clients and instead is required to go through a broker-dealer company to do so. Securities are exchangable fiscal investments like options, bonds and equities.
Chatham Wealth Management oversees all of its accounts in a discretionary manner. Discretionary management is a structure in which an investment advisor has the discretion to make buy and sell decisions without needing to seek client authorization. The investment advisory firm's typical account size is $1.3 million. The typical advisor at Chatham Wealth Management administers about 105 client accounts.
The company's central office is located at 10 Townsquare, Chatham, New Jersey 7928. The firm is registered to provide services to customers across 12 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Chatham Wealth Management by the Numbers
$411.4 million
5
315
$1.3 million
Products and Services
Financial services that Chatham Wealth Management provides include financial planning services and portfolio management for individuals and small businesses. In the last fiscal year, the firm provided financial planning services to 51-100 of its customers. It is not involved in selling products or offering services aside from investment advisory services to its investment advisory accounts.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial advisory fees typically are based on the type of financial services provided. Fees billed by the company typically consist of the following fee type: asset-based. Chatham Wealth Management does not provide a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It caters to retail investors and high net worth investors. Out of its 315 clients, Chatham Wealth Management's largest client group is high net worth investors, but it also serves 162 high-net-worth individuals. The SEC defines a high-net-worth individual as someone who has at least $750,000 in AUM or a net worth of more than $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's clients are non-U.S. persons.
- High-Net-Worth Individuals* - 51.43%
- Other Individuals - 48.57%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Chatham Wealth Management does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Chatham Wealth Management
Chatham, NJ
Chatham, NJ
Chatham, NJ
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