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 organized as an LLC that has been operating since 2000. The firm serves individual and family clients (and small-business clients in its portfolio-management work) on a fee basis tied to assets under management. Routine services include comprehensive financial planning and discretionary portfolio management for individuals and small businesses. Chatham does not present itself as an ESG-focused allocator, and it does not identify as a multi-state or pension consultant adviser. The firm is not described as a capital allocator to outside managers.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 2DANIEL MOSKOWITZ
President and Chief Investment OfficerCRD 1871697
JOHN LUI
Managing Director, Chief Investment StrategistCRD 5188925
Contacts
1 of 1GERARD MCGEOUGH
Senior Relationship ManagerCRD 1834279
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 107Active vs passive
$238M in ETFs
82%
$195M
7%
$42.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $21.7M | 67,699 | 9.13% |
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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