This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist · SEI · Truist Bank
- Clients
- Retail
- Platforms
- BeaconAlpha fusion +more
- Established Date
- 11-19-2024
- Office Locations
- 1
Office Locations
About Chatham Wealth Management. LLC
Chatham Wealth Management is a McLean, VA fiduciary RIA led by founder Tim Gardner, AIF®, serving professionals nearing retirement, affluent families, and business owners. The firm delivers tailored financial planning with focus on retirement readiness, estate and generational wealth transfer, and business transition planning, implementing portfolios largely using ETFs and other public funds. Custody includes Altruist and SEI, and the firm publishes an educational YouTube video library.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
TIMOTHY JOHN GARDNER
Chief Compliance Officer, Founder, WEALTH MANAGER
- CRD
- #1727550
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,389,525 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,389,525 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $6,389,525
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $813,234,044 | 100.0% |
| Total | $813,234,044 | 100.0% |