Steve Chastain Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$6,763,000
Total clients
46
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
46
Average account size
$147,022
About
Steve Chastain Wealth Management LLC provides discretionary investment management to individuals, high‑net‑worth clients, trusts, estates and small businesses, working with clients to identify their investment objectives and risk tolerance. Clients receive portfolio management through a wrap‑fee platform administered by AE Wealth Management, which supplies custodial access, model portfolios and third‑party money managers.
The firm builds client portfolios by selecting model portfolios or third‑party managers on the AEWM platform and employs a blend of fundamental, technical and cyclical analysis to align allocations with clients’ liquidity needs and time horizons. SCWM retains discretionary authority to choose models and hire or terminate third‑party managers while AEWM and the selected managers implement trades, monitor accounts and provide reporting.
Noteworthy differences versus many peers include the firm’s reliance on AEWM’s wrap program for custody, trade execution and billing rather than maintaining its own direct custodial relationships, and disclosure that the firm’s principal also operates as an independent insurance agent and may recommend insurance products for separate compensation. The brochure also discloses a prior regulatory action naming the firm’s principal in 2019 that was subsequently amended and followed by a conditional registration in 2022; prospective clients are advised to review those disclosures and AEWM materials when evaluating the firm.
Client services
Portfolio management
Selection of other advisers
Expertise
Wealth management
Fee options
1.60% annually
Account minimum: $10,000
Main office location
Steve Chastain Wealth Management LLC
5305 W Village Parkway, Ste. 10
Rogers AR 72758, United States
Number of offices
1
Most active in
Steve Chastain Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
Arkansas
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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