CHASTAIN WEALTH MANAGEMENT
SEC RegisteredOur family has lived the American dream and we are dedicated to protecting and growing the American dreams of our clients.
About the firm
Chastain Wealth Management manages clients' investments, helps them decide when they can retire and on how much income, and identifies risks they might have. They also consult annually on tax optimization and advise on wealth transfer to the next generation or charities.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management, retirement planning, risk identification, annual tax optimization consulting, and legacy/wealth transfer advising.
Who they serve
Clients who have worked hard to build a great life and seek to grow and protect it.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 6 | $4.4M |
| High Net Worth Individuals | 51 | $139M |
0 total clients reported on Form ADV.
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Below $1,000,000 | 1.25% |
| $1,000,001 - $3,000,000 | 1.00% |
| $3,000,001 - $5,000,000 | 0.75% |
| Over $5,000,000 | 0.50% |
Data as of January 12, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CHASTAIN WEALTH MANAGEMENT has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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