CHATHAM WEALTH MANAGEMENT

10 Townsquare
Suite 100
Chatham, New Jersey 07928
Tel: 973-635-4275

About CHATHAM WEALTH MANAGEMENT

CHATHAM WEALTH MANAGEMENT, formally registered with the SEC as CHATHAM WEALTH MANAGEMENT. The firm was established in 12/05/2000. They have over 1 offices throughout the country.

CHATHAM WEALTH MANAGEMENT is a Chatham, New Jersey based Financial Planning firm with nearly $601,352,658 assets under management, offering retirement planning & investment advisory services to 397 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	111987
SEC#	801-58135
Assets Managed by Firm	$601,352,658
No. of Clients	397
No. of Advisors	6

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	397	$601,352,658
Individuals (other than high net worth individuals)	151	$105,342,771
High net worth individuals	246	$496,009,887

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