Chimera Wealth

RIASEC Registered
Total AUM
$16.7M
Discretionary
$16.7M
100% of AUM
Avg account
$129K
Accounts
130
Employees
2
Advisory reps
4

Firm details

Headquarters
,
CRD number
311674
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

FINTRX

Overview

Chimera Wealth is an independent registered investment adviser organized as an LLC that serves a mix of individual, family and institutional clients. The firm combines financial planning, portfolio management for individuals and small businesses, and pension consulting services with insurance brokerage capabilities. Its fee model is flexible and includes asset-based fees alongside hourly, subscription and fixed-fee arrangements. Chimera Wealth does not identify as an active ESG investor and is not listed as a capital allocator. Ownership is recorded as a combination of a domestic entity and an individual. The firm’s activities emphasize advisory and insurance services rather than running third-party capital allocation platforms.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 85%, Exchange Traded Equities 5%, Cash & Cash Equivalents 5%, Other 4%, Private Funds 1%85%
  • Public Funds/Mutual Funds85%
  • Exchange Traded Equities5%
  • Cash & Cash Equivalents5%
  • Other4%
  • Private Funds1%

Owners & executives

1 of 1
  • Antone Bulich

    Antone Bulich

    Managing Partner, CCO and COOCRD 5943583

Contacts

3 of 3
  • Salvador Abarca

    Salvador Abarca

    Managing PartnerCRD 6247916

  • Carlton Ellis

    Carlton Ellis

    Registered RepresentativeCRD 1371058

  • Joshua Gordon

    Joshua Gordon

    Vice President, MarketingCRD 7340371

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth