Investment adviser · CRD 108039

CHESAPEAKE WEALTH MANAGEMENT

Investment adviser filing (IA)

CHESAPEAKE FINANCIAL GROUP INC

WILLIAMSBURG, VA, United States · Form ADV filed Sep 29, 2017

Regulatory AUM
$84.1M
Form ADV · Item 5.F
Client accounts
181
Accounts, not individual clients
Employees
4
Reported in this filing
Advisory professionals
4
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: Sep 29, 2017. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Educational seminars

Compensation

Percentage of assets

Principal office

4804 COURTHOUSE ST SUITE 1A
WILLIAMSBURG, VA, 23188, United States

CRD 108039

Filing source

Form ADV 1144220 · Sep 29, 2017 · 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.