Chladek Wealth Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 152435
- Website
- chladekwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI81.03%
- Individuals18.97%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Chladek Wealth Management, LLC is an independent, owner-operated RIA organized as an LLC that serves individual and family clients. The firm offers financial planning and discretionary portfolio management for individuals and small businesses. Its fee schedule is flexible: it charges asset-based fees and also offers hourly and fixed-fee engagements for planning or specialized work. The firm is not identified as a multi-state adviser, is not an active ESG investor, and is not positioned as a capital allocator or pension consultant.
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 Funds94%
- Cash & Cash Equivalents6%
Contacts
1 of 1
John Chladek
Founder and PresidentCRD 4726363
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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