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- Custodian
- Pershing · SEI
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-06-2004
- Office Locations
- 1
Office Locations
About Chatterton & Associates
Chatterton & Associates is a California-based wealth management firm serving individuals and business owners with CFP®-led financial planning, year-round tax planning, and coordinated estate planning through in-house attorney partners. The team also advises on business value building and exit planning. Portfolios emphasize goals-based asset allocation using vehicles such as ETFs, mutual funds, and index funds, with custody support including SEI.
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Client Personas
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Investment Themes
Investment Vehicles
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Owner & Executives
ROBERT D. CHATTERTON JR
President
- CRD
- #2572846
- Ownership
- 75% or more
DONNA BARBARA DIMARIA
CCO
- CRD
- #1406234
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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ROBERT DEWITTE CHATTERTON III
--
- CRD
- #7264214
TERESA A DE LUCA
Investment Advisor Representative
- CRD
- #6192939
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $399,064,443 | $218,546 |
| Non-Discretionary | $929,097,748 | $858,686 |
| Total | $1,328,162,191 | $456,727 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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