CHATHAM WEALTH MANAGEMENT
SEC RegisteredPlanning for the future. Protection for your wealth. A Personal Touch for every client.
About the firm
Chatham Wealth Management is an intimate, boutique SEC registered investment advisor located in Chatham, New Jersey, serving clients since 2000. The firm's portfolio managers average more than 35 years of investment management experience and provide fully customized, fiduciary advice and portfolio management. As a fee-only organization, CWM works closely with a select group of clients, treating each as a person, not a portfolio.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Retirement income planning, elder planning, estate and legacy planning, tax advice and planning, charitable planning, and wealth preservation, along with portfolio management and fiduciary investment advice.
Who they serve
A select group of clients who want fully customized, fiduciary advice and portfolio management, particularly those with significant assets who seek personalized attention from a boutique firm.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 46 | $70M |
| High Net Worth Individuals | 378 | $573M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $2.5 million | 1.00% |
| Any amount above $2.5 million | 0.60% |
Data as of March 25, 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. CHATHAM 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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