Investment adviser · CRD 150146

CHESAPEAKE WEALTH MANAGEMENT

Investment adviser filing (IA)

CHESAPEAKE WEALTH MANAGEMENT LLC

LUTHERVILLE, MD, United States · Form ADV filed Jun 26, 2015

Regulatory AUM
$210M
Form ADV · Item 5.F
Client accounts
224
Accounts, not individual clients
Employees
1
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jun 26, 2015. View historical filings

Reported services

Individual portfolio management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets · Fixed

Principal office

1301 YORK RD., SUITE 800
LUTHERVILLE, MD, 21093, United States

CRD 150146

Filing source

Form ADV 930915 · Jun 26, 2015 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.