Chastain Wealth Management LLC

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Assets, Funds, Holdings

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Chastain Wealth Management LLC
CRD #285551
SEC #801-132176
CIK #
AUM 143.8 M (2026-01-12)
Employees 2 (100% Investors, 0% Brokers)
Phone404-736-1261
Address
Source [IAPD] [Website] [Twitter] [Facebook]
Total AUM ($M)
15012090603002010201520212027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 6 4.4
(b) Individuals (high net worth individuals) 51 139.4
(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 0.0
(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 0.0
(n) Other 0 0.0
Total 270 143.8
By Discretionary
Discretionary 270 143.8
Non-Discretionary 0 0.0
Total 270 143.8
By Non-United States Persons
Non-United States Persons 1.0
United States Persons 142.8
Total 270 143.8
Firm Profile (Form ADV)
Discretionary AUM$0.1B
ServesRetail
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