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- Custodian
- Altruist · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- North
- Established Date
- 12-22-2020
- Office Locations
- 4
Office Locations
About Chimera Wealth
Chimera Wealth is an RIA focused on helping clients align today’s lifestyle goals with long-term financial security. The firm provides financial planning, goals- and values-based portfolio management (active or passive), and risk management. Portfolios are built with a long-term lens, with custody support including Schwab and Altruist. The team also produces the “Third Estate” podcast for client education.
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Owner & Executives
Antone Steven Bulich
Chief Compliance Officer, Managing Partner, Partner
- CRD
- #5943583
- Ownership
- 50% but less than 75%
SALVADOR BARRALES ABARCA
Financial Advisor, Manager
- CRD
- #6247916
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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CARLTON CASE ELLIS
SPECIALIST
- CRD
- #1371058
Joshua Nathan Gordon
--
- CRD
- #7340371
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,708,407 | -- |
| Non-Discretionary | $0 | -- |
| Total | $16,708,407 | -- |
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Separately Managed Accounts
Total SMA Asset: $16,708,407
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $915,807,481 | 18.5% |
| Cash | $1,163,323,017 | 23.5% |
| Equity - Exchange | $826,701,889 | 16.7% |
| Other | $905,906,860 | 18.3% |
| Private Funds | $1,138,571,463 | 23.0% |
| Total | $4,950,310,710 | 100.0% |