Overview
Assets Under Management: $166 million
Headquarters: DURHAM, NC
High-Net-Worth Clients: 98
Average Client Assets: $1.4 million
Frequently Asked Questions
ADAMS CHETWOOD WEALTH MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #174978), ADAMS CHETWOOD WEALTH MANAGEMENT LLC is subject to fiduciary duty under federal law.
ADAMS CHETWOOD WEALTH MANAGEMENT LLC is headquartered in DURHAM, NC.
ADAMS CHETWOOD WEALTH MANAGEMENT LLC serves 98 high-net-worth clients according to their SEC filing dated May 29, 2018. View client details ↓
According to their SEC Form ADV, ADAMS CHETWOOD WEALTH MANAGEMENT LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
ADAMS CHETWOOD WEALTH MANAGEMENT LLC manages $166 million in client assets according to their SEC filing dated May 29, 2018.
According to their SEC Form ADV, ADAMS CHETWOOD WEALTH MANAGEMENT LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 98
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.03%
Average Client Assets: $1.4 million
Total Client Accounts: 690
Discretionary Accounts: 676
Non-Discretionary Accounts: 14
Regulatory Filings
CRD Number: 174978
Filing ID: 1220623
Last Filing Date: 2018-05-29 12:12:00