Chatham Wealth Management
Firm details
- Headquarters
- Chatham, New Jersey
- CRD number
- 111987
- Registered since
- December 5, 2000
- Website
- www.chathamwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI89.07%
- Individuals10.88%
- Charitable Organizations0.05%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Chatham Wealth Management is an independent registered investment adviser operating as a limited liability company and registered with the SEC since 2000. The firm serves individual and family clients (including small-business owners) with a percentage-of-AUM fee model and focuses on financial planning and portfolio management for individuals and small businesses. Chatham is not set up as a capital allocator; it does not flag itself as a multi-state or newly formed adviser, and it does not identify as an active ESG investor or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities42%
- Public Funds/Mutual Funds42%
- Cash & Cash Equivalents6%
- State & Local Bonds4%
- Investment Grade Corp Bonds4%
Owners & executives
2 of 2
Daniel Moskowitz
President and Chief Investment OfficerCRD 1871697
John Lui
Managing Director, Chief Investment StrategistCRD 5188925
Contacts
2 of 2
Robert Moskowitz
Relationship ManagerCRD 7282409
Gerard Mcgeough
Senior Relationship ManagerCRD 1834279
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 108Active vs passive
$272M in ETFs
83%
$225M
7%
$47.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $25.7M | 69,441 | 9.44% |
Location
Chatham, NJ
Morris
Location
Chatham, NJ
Headquartered in Chatham, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Morris
- Address
- 10 Townsquare
- Time zone
- ET (UTC-5)
- Office locations
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