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Chimera Wealth

Updated today

Client assets under management

$16,435,809

Clients

45

20% high-net worth

Advisors

3

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

15

Very Low

Average account size

$365,240

About

Chimera Wealth LLC is a small registered investment adviser serving individuals and high‑net‑worth clients, managing roughly $16.7 million in discretionary assets for about 45 clients with three advisors. The firm offers ongoing portfolio management, financial planning, pension consulting, held‑away portfolio consulting, and insurance‑related services through a relationship with DPL Financial Partners and its own licensed insurance agency.

CW tailors advice through Investment Policy Statements and offers both discretionary and non‑discretionary management using model allocations with core strategic and tactical sleeves (primarily ETFs with select active mutual funds), and employs cyclical, fundamental, quantitative and technical analysis. The firm also advises on digital assets, including use of AltoIRA and Gemini for crypto custody and trading, treats cash as an asset class, and reviews advisory accounts at least monthly.

Notable distinctions include a paid subscription offering for portfolio reporting (monthly or annual billing) and the firm’s role as a licensed insurance agency that makes insurance products available via DPL and The Leaders Group, with some representatives licensed to sell insurance or act as registered representatives—relationships disclosed in the brochure and relevant to potential conflicts of interest. The firm also offers cash management programs (FICA/Flourish) and uses specific custodial arrangements (Charles Schwab, Interactive Brokers, Altruist) and third‑party platforms for held‑away account management.

Client services

Financial planning Portfolio management Pension consulting Subcription services, held away assets

Expertise

Options & derivatives strategies Annuities

Occupation focus

Executive Founder/Business Owner

Fee options

Fixed

Fixed fees for financial planning range from $500 to $20,000 depending on complexity.

Percentage

$0 - $999,999: 1.25% $1,000,000 - $2,499,999: 1.10% $2,500,000 - $4,999,999: 0.90% $5,000,000 - $9,999,999: 0.75% $10,000,000 - $19,999,999: 0.60% $20,000,000+: 0.50%

Commissions

Certain representatives earn commissions from insurance products sold separately from advisory fees.

Project-based

Financial planning hourly rate: $300 per hour.

Subscriptions

Subscription services fees: $300 annually or $35 monthly.

Other

Fee-only: Portfolio management fees, held away assets fees, pension consulting fees, and financial planning fees are negotiable and paid as described.

Main office location

Chimera Wealth

Gold River CA, United States

Number of offices

1

Most active in

California · Texas · Washington

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Carlton E

Series 63, Series 65

Renton, WA

Chimera Wealth

Carlton Ellis is a financial advisor at Chimera Wealth with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Nobles and Richards, Inc., Landolt Securities, Inc., and operated In House Hemp LLC. Chimera Wealth serves individual and high-net-worth clients by providing portfolio management, financial planning, pension consulting, and held-away portfolio consulting. The firm employs a combination of discretionary and non-discretionary management using model allocations and integrates both traditional and digital asset analysis in its investment approach.

Options & derivatives strategies Annuities Executive Founder/Business Owner
user avatar

Salvador A

CFA®, Series 66

Gold River, CA

Chimera Wealth

Salvador Abarca is a CFA® charterholder and holds a Series 66 license with 11 years of experience in the financial industry. He has worked at Chimera Wealth since 2020 and previously at Luvo Wealth Advisors and Tcs. Outside of his advisory role, he is involved in consulting and investment activities through his personal entity, Colibri Rising, LLC, and serves as an advisor to several start-ups, including a trading platform focused on Latin America and a fabric start-up company. Chimera Wealth serves individual and high-net-worth clients by offering portfolio management, financial planning, pension consulting, and held-away portfolio consulting. The firm combines strategic and tactical investment approaches using ETFs and select mutual funds, incorporates analysis for both traditional and digital assets, and supplements asset management fees with a subscription service and insurance offerings through third-party platforms.

Options & derivatives strategies Annuities Executive Founder/Business Owner
user avatar

Antone B

Series 66

Gold River, CA

Chimera Wealth

Antone Bulich is a financial advisor at Chimera Wealth with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including Cambridge Investment Research, Oracle, and CrossCountry Mortgage. Outside of advising, he serves as a notary public and works as a financial analyst for a cloud technology company serving school districts. Chimera Wealth serves individual and high-net-worth clients with portfolio management, financial planning, pension consulting, and held-away portfolio consulting. The firm employs a mix of discretionary and non-discretionary management strategies using ETFs and select mutual funds, incorporating both traditional and digital asset analysis, and offers additional services such as insurance placement and a subscription-based portfolio reporting product.

Options & derivatives strategies Annuities Executive Founder/Business Owner
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