CHF WEALTH MANAGEMENT, LLC

Overview

CHF Wealth Management, LLC is a small, privately organized investment adviser that emphasizes financial planning, portfolio management for individuals and small businesses, and pension consulting services. The firm operates as a limited liability company with a domestic ownership structure and bills clients on a percentage-of-AUM basis alongside other fee arrangements. It does not identify as an active ESG investor and is not marked as a multi-state adviser or a newly formed adviser. In practice, CHF Wealth Management appears oriented toward traditional retail and small-business clients rather than institutional capital allocation. The firm lists accountant affiliations, suggesting a service model that coordinates tax and reporting considerations with investment advice. While pension consulting is included among its advisory activities, the firm is not separately classified as a pension consultant in regulator-style fields.

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Location & Offices