$88.7M Total AUM
$87.0M Disc. AUM
-- 3Y CAGR
1 Employees
45 ADV. Clients
1 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Glacier
- Established Date
- 05-02-2025
- Office Locations
- 1
Office Locations
-- Concord MA
About Chilmark Wealth Management LLC
Chilmark Wealth Management LLC is a Concord-based RIA. The firm has been operating for 1 years. Managing $88.7M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS. Services offered include Financial Planning, Insurance, Investment Planning.
Team overview
-- AVG AGE
$88.7M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
1.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Radial Momentum Value Foundation Element
Custodian
Bridge Delta value
Investment Themes
Catalyst quantum Foundation timber
Investment Vehicles
Vertex
Services
Vertex Timber value Beacon fusion Optima signal Prime legacy
Technology
Matrix horizon
Owner & Executives
K
Kyle Matthew McDevitt
Chief Compliance Officer, Managing Member
- CRD
- #8050046
- Ownership
- 75% or more
(283) 626-2050
glacier.peak@horizoncapital.com
in linkedin.com/in/summit-matrix
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $86,978,659 | -- |
| Non-Discretionary | $1,691,362 | -- |
| Total | $88,670,021 | -- |
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Separately Managed Accounts
Total SMA Asset: $88,670,021
Public Funds:
14.9% Equity - Exchange:
21.0% U.S. Government/Agency:
34.2% Cash:
14.3% Other:
15.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $553,495,378 | 14.9% |
| Equity - Exchange | $780,094,157 | 21.0% |
| U.S. Government/Agency | $1,270,439,056 | 34.2% |
| Cash | $531,206,974 | 14.3% |
| Other | $579,498,518 | 15.6% |
| Total | $3,714,734,083 | 100.0% |