CHF Wealth Management, LLC
Firm details
- Headquarters
- Lafayette, Louisiana
- CRD number
- 139331
- Fee structure
- Percentage of AUM, Other
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
CHF Wealth Management, LLC is organized as a limited liability company and is identified in industry data as an unclassified advisory firm. FINTRX lists the owner type as a mix of a domestic entity and an individual. The firm advertises fee arrangements that include a percentage-of-AUM component alongside other fee structures. Its advisory menu focuses on financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting services. FINTRX marks the firm as not an active ESG investor and not a multi-state adviser. An industry affiliation with an accountant is noted.
Assets & Accounts
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
Contacts
3 of 5Howard Clark
Financial Planner and Investment AdvisorCRD 3183615
Melanie Dwyer
Administrative AssociateCRD 4140411
Eric Faul
Financial PlannerCRD 4833484
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Lafayette, LA
Lafayette
Location
Lafayette, LA
Headquartered in Lafayette, LA, anchoring the Lafayette-Opelousas-Morgan City, LA metro in the South.
- Metro area
- Lafayette-Opelousas-Morgan City, LA
- Region
- South
- County
- Lafayette
- Address
- 201 Rue Iberville
- Time zone
- CT (UTC-6)
- Office locations
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