CHILMARK WEALTH MANAGEMENT LLC
Firm details
- Headquarters
- ,
- CRD number
- 335044
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals51.38%
- HNWI48.62%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Chilmark Wealth Management LLC is a small, fee-based advisory firm structured as an LLC that serves individual and family clients. Its stated advisory work centers on portfolio management for individuals and small businesses, and the firm also lists accounting among its business activities — suggesting its offering blends investment advice with tax/accounting expertise. The firm charges a percentage of assets under management and is owner-operated rather than part of a larger advisory network. Chilmark does not identify as an ESG investor and is not reported as a multi-state or pension consultant adviser.
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
- Public Funds/Mutual Funds72%
- Exchange Traded Equities13%
- US Government Bonds12%
- Cash & Cash Equivalents2%
- Other1%
Contacts
1 of 1Kyle McDevitt
CCO, Managing MemberCRD 8050046
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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