Investment adviser · CRD 155171
CHESSMAN WEALTH STRATEGIES
Investment adviser filing (IA)
CHESSMAN WEALTH STRATEGIES, INC.
DALLAS, TX, United States · Form ADV filed Mar 12, 2019
- Regulatory AUM
- $180M Form ADV · Item 5.F
- Client accounts
- 1,112 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 73 | $123,597,980 | 68.6% |
| Individuals | 177 | $56,531,518 | 31.4% |
| Corporations & businesses | Fewer than 5 | $144,620 | 0.1% |
Filing source
Form ADV 1268131 · Mar 12, 2019 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe 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: Mar 12, 2019. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
7557 RAMBLER RD., SUITE 1010DALLAS, TX, 75231, United States
CRD 155171
Filing source
Form ADV 1268131 · Mar 12, 2019 · 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.