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| Happy Holidays!! thanks for using AUM13F!! |
| Chancellor Wealth Management Inc
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| CRD # | 112918 |
| SEC # | 801-126004 |
| CIK # | |
| AUM | $148.0 M (2025-03-28) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 770-661-0283 |
| Address | 100 Galleria Parkway SE Atlanta, GA 30339 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 67 | 19.7 |
| (b) Individuals (high net worth individuals) | 43 | 127.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 368 | 148.0 |
| By Discretionary | ||
| Discretionary | 365 | 143.2 |
| Non-Discretionary | 3 | 4.8 |
| Total | 368 | 148.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 148.0 | |
| Total | 368 | 148.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Garner Financial Management Inc
✚
|
CA | 0.1 |
|
DWV Advisors LLC
✚
|
VT | 0.1 |
|
McIntyre Freedman & Flynn Investment Advisers Inc
✚
|
MA | 0.1 |
|
Emeth Value Capital LLC
✚
|
LA | 0.1 |
|
Morman Kaplan Brilliant and Fransko LLC
✚
|
MI | 0.1 |
|
Strategas Asset Management LLC
✚
|
NY | 0.1 |
|
Keenan LLC
✚
|
MA | 0.1 |
|
Brooktree Capital Management Inc
✚
|
MI | 0.1 |
|
Insight Securities Inc
✚
|
IL | 0.1 |
|
Davidson Wealth Management LLC
✚
|
NJ | 0.1 |