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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Chatterton & Associates the Wealth Management Team Inc
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| CRD # | 132295 |
| SEC # | 801-63394 |
| CIK # | |
| AUM | $1.2 B (2025-03-19) |
| Employees | 34 (26% Investors, 15% Brokers) |
| Phone | 714-572-2050 |
| Address | 3061 E La Palma Ave Anaheim, CA 92806 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,433 | 452.3 |
| (b) Individuals (high net worth individuals) | 338 | 720.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,771 | 1,173.3 |
| By Discretionary | ||
| Discretionary | 761 | 271.9 |
| Non-Discretionary | 2,010 | 901.3 |
| Total | 2,771 | 1,173.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,173.3 | |
| Total | 2,771 | 1,173.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Payne Capital Management LLC
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|
NY | 1.2 |
|
Triangle Securities Wealth Management Inc
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|
NC | 1.2 |
|
Hottinger & Co Limited
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|
1.2 | |
|
Great Waters Wealth Management
✚
|
MN | 1.2 |
|
Evermay Wealth Management LLC
✚
|
VA | 1.2 |
|
Paul Winkler Inc
✚
|
TN | 1.2 |
|
New England Professional Planning Group Inc
✚
|
RI | 1.2 |
|
Centennial Securities Company Inc
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|
MI | 1.2 |
|
Wallington Asset Management LLC
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|
IN | 1.2 |
|
Beacon Retirement Planning Services Inc
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|
TX | 1.1 |