CHATTERTON & ASSOCIATES, THE WEALTH MANAGEMENT TEAM, INC.
Doing business as CHATTERTON & ASSOCIATES. SEC Form ADV profile.
Total regulatory AUM
$1,328,162,191
Discretionary
$399,064,443
Non-discretionary
$929,097,748
Firm details
- CRD number
- 132295
- SEC file number
- 801-63394
- Main office
- ANAHEIM, CA, United States
- Employees
- 31
- SEC status
- Approved
- Website
- HTTP://WWW.CHATTERTONINC.COM
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.