Chatham Wealth Management. LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$6,389,525
Clients
8
38% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
8
Very LowAverage account size
$798,691
About
Chatham Wealth Management, LLC is a fee‑only, independent registered investment adviser operating as a solo practitioner. It manages roughly $6.0 million in discretionary assets for a small client base (about 10 clients) and provides investment management, financial planning, and retirement plan consulting to individuals and employer plan sponsors.
The firm delivers continuous, discretionary portfolio management and ongoing financial planning tailored to clients’ objectives, risk tolerance, and tax considerations, including written financial plans and periodic account reviews. Investment work generally focuses on stocks, bonds, mutual funds, ETFs, and cash equivalents and may combine passive and active strategies, with the option to incorporate socially responsible investments when requested.
Distinctive aspects include that the firm offers its investment management exclusively through a wrap fee program, a structure that is uncommon among independent advisers and is noted as the firm’s sole account format. The firm also provides retirement plan consulting to employer plan sponsors and may act in an ERISA fiduciary capacity, and operates at a small scale as a single‑advisor practice whose principal reports part‑time non‑financial employment outside the advisory business.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Business ownership considerations
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Retirement income strategy
Fee options
$0 - $500,000: 0.75% (Ongoing Financial Planning, Combination Mutual Fund, ETFs and Stocks portfolios) $500,001+: 0.50% (Ongoing Financial Planning, Combination Mutual Fund, ETFs and Stocks portfolios) $0 - $500,000: 0.50% (Ongoing Financial Planning, Mutual Funds Only strategies) $500,001+: 0.25% (Ongoing Financial Planning, Mutual Funds Only strategies)
Retirement Plan Consulting hourly rate $250, negotiable
Ongoing Financial Planning recurring fees from $295 to $795 monthly, negotiable
Account minimum: $100,000 Minimum fee: Initial financial planning fee up to $500, may be waived Fee-only: Ongoing Financial Planning fees $295 to $795 monthly, negotiable; initial fee up to $500, may be waived
Main office location
Chatham Wealth Management. LLC
Mclean VA, United States
Number of offices
1
Most active in
Chatham Wealth Management. LLC has reported serving >5 clients in these states in the last 12 months.
Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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