Overview
Assets Under Management: $144 million
High-Net-Worth Clients: 51
Average Client Assets: $3 million
Frequently Asked Questions
CHASTAIN WEALTH MANAGEMENT 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 #285551), CHASTAIN WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
CHASTAIN WEALTH MANAGEMENT serves 51 high-net-worth clients according to their SEC filing dated January 12, 2026. View client details ↓
According to their SEC Form ADV, CHASTAIN WEALTH MANAGEMENT offers financial planning and portfolio management for individuals. View all service details ↓
CHASTAIN WEALTH MANAGEMENT manages $144 million in client assets according to their SEC filing dated January 12, 2026.
According to their SEC Form ADV, CHASTAIN WEALTH MANAGEMENT serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 51
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.97
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 270
Discretionary Accounts: 270
Regulatory Filings
CRD Number: 285551
Filing ID: 2038638
Last Filing Date: 2026-01-12 08:29:30