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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Beacon alpha
- Established Date
- 12-05-2000
- Office Locations
- 1
Office Locations
About Chatham Wealth Management
Chatham Wealth Management is a fee-only, SEC-registered RIA in Chatham, NJ serving a select group of high-net-worth clients with fully customized fiduciary advice. The team provides portfolio management (often implemented with ETFs and public funds) plus planning across retirement income, estate/legacy, tax, college, charitable and insurance needs, with an emphasis on protecting and preserving wealth. Founded in 2000, they deliver ongoing communication and weekly market updates.
Team overview
Insights
Asset Classes
Client Personas
Investment Vehicles
Services
Technology
Owner & Executives
DANIEL HERMAN MOSKOWITZ
Chief Compliance Officer, Manager, President
- CRD
- #1871697
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
JOHN LUI
Advisor
- CRD
- #5188925
GERARD BRIAN MCGEOUGH
Financial Advisor, General Partner
- CRD
- #1834279
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $642,869,307 | $1,033,552 |
| Non-Discretionary | $0 | -- |
| Total | $642,869,307 | $1,033,552 |
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Separately Managed Accounts
Total SMA Asset: $642,869,307
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,695,014,412 | 20.3% |
| Public Funds | $926,830,540 | 11.1% |
| Cash | $1,110,526,684 | 13.3% |
| Corporate - Investment Grade | $1,027,028,437 | 12.3% |
| Municipal Bonds | $1,912,109,854 | 22.9% |
| U.S. Government/Agency | $1,678,314,762 | 20.1% |
| Total | $8,349,824,689 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FUSION OAK | PRIME ATLAS | 865DZ7EW3 | UYHX | 3.16% | $110,792,258 |
| EAGLE SUMMIT | UNISON EMBER | G1LPJW2KG | JWSV | 4.57% | $100,431,945 |
| MATRIX PATHWAY | TIMBER SIGNAL | OG7CBHB78 | DGVTM | 1.95% | $90,711,593 |
| EAGLE HARBOR FRONTIER | MOMENTUM RADIAL | JAU2QUVL6 | VBHQ | 1.11% | $57,308,406 |
| WAVE NORTH NORTH | MATRIX TIMBER | OMBHKKEI4 | AYPJK | 12.39% | $7,755,765 |
| CREST LEGACY | ATLAS EMBER | TBFZ4B126 | MTQS | 7.43% | $71,217,224 |
| FUSION GLACIER HARBOR | PRIME BEACON | 5IM86REG9 | YXD | 11.39% | $2,212,154 |
| UNISON CAPITAL VECTOR | CATALYST INSIGHT | J5OVIUQ9O | SMEI | 0.75% | $9,164,030 |