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| Keyboard |
| Chatterton & Associates the Wealth Management Team Inc
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|---|---|
| CRD # | 132295 |
| SEC # | 801-63394 |
| CIK # | |
| AUM | 1,328.2 M (2026-03-20) |
| Employees | 31 (32% Investors, 19% Brokers) |
| Phone | 714-572-2050 |
| Address | 3061 E La Palma Ave Anaheim, CA 92806 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,145 | 457.7 |
| (b) Individuals (high net worth individuals) | 397 | 870.4 |
| (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 | 2,908 | 1,328.2 |
| By Discretionary | ||
| Discretionary | 1,826 | 399.1 |
| Non-Discretionary | 1,082 | 929.1 |
| Total | 2,908 | 1,328.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,328.2 | |
| Total | 2,908 | 1,328.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Total Investment Management Inc
✚
|
AZ | 1,352.1 M |
|
SCF Investment Advisors Inc
✚
|
CA | 1,349.6 M |
|
Payne Capital Management LLC
✚
|
NY | 1,340.5 M |
|
Centennial Securities Company Inc
✚
|
MI | 1,335.2 M |
|
Evermay Wealth Management LLC
✚
|
VA | 1,329.6 M |
|
Live Oak Private Wealth LLC
✚
|
NC | 1,320.4 M |
|
Wallington Asset Management LLC
✚
|
IN | 1,317.6 M |
|
New England Professional Planning Group Inc
✚
|
RI | 1,316.4 M |
|
Beacon Retirement Planning Services Inc
✚
|
TX | 1,304.2 M |
|
Pbmares Wealth Management LLC
✚
|
VA | 1,302.0 M |