Chimera Wealth
Firm details
- Headquarters
- ,
- CRD number
- 311674
- Website
- www.chimerawealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Subscription Fees, Fixed Fees
- Client types
- HNWI54.02%
- Individuals44.35%
- Corporations / Businesses1.63%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Chimera Wealth is an independent registered investment adviser organized as a limited liability company and owned by a domestic entity/individual. The firm serves both individual & family clients and institutional clients, offering financial planning, portfolio management for individuals and small businesses, and pension consulting. Chimera also operates as an insurance broker and employs multiple fee arrangements, including a percentage-of-AUM model as well as hourly, subscription, and fixed-fee engagements. The firm is not identified as an active ESG investor in the available filings.
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
- Public Funds/Mutual Funds85%
- Exchange Traded Equities5%
- Cash & Cash Equivalents5%
- Other4%
- Private Funds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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