Overview
Assets Under Management: $148 million
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 43
Average Client Assets: $3.0 million
Frequently Asked Questions
CHANCELLOR WEALTH MANAGEMENT, INC. 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 #112918), CHANCELLOR WEALTH MANAGEMENT, INC. is subject to fiduciary duty under federal law.
CHANCELLOR WEALTH MANAGEMENT, INC. is headquartered in ATLANTA, GA.
CHANCELLOR WEALTH MANAGEMENT, INC. serves 43 high-net-worth clients according to their SEC filing dated March 28, 2025. View client details ↓
According to their SEC Form ADV, CHANCELLOR WEALTH MANAGEMENT, INC. offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
CHANCELLOR WEALTH MANAGEMENT, INC. manages $148 million in client assets according to their SEC filing dated March 28, 2025.
According to their SEC Form ADV, CHANCELLOR WEALTH MANAGEMENT, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 43
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.00%
Average Client Assets: $3.0 million
Total Client Accounts: 368
Discretionary Accounts: 365
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 112918
Filing ID: 1971805
Last Filing Date: 2025-03-28 14:47:00