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- Custodian
- Charles Schwab & Company · Fidelity/NFS · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-10-2022
- Office Locations
- 1
Office Locations
About Chisholm Wealth Management
Chisholm Wealth Management is a fee-only, fiduciary RIA based in Burleson, TX, serving households within ~10 years of retirement locally and virtually nationwide. The team (both CFP® professionals) delivers retirement-focused financial planning and ongoing portfolio management, including annual tax deep-dives aimed at lowering clients’ lifetime tax bill. Independent firm with client accounts custodied at Charles Schwab; no product sales or commissions.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JARROD GABRIEL SANDRA
Chief Compliance Officer, Owner
- CRD
- #6002210
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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BRIAN EDWARD RUFF
--
- CRD
- #5366139
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $71,066,822 | -- |
| Non-Discretionary | $0 | -- |
| Total | $71,066,822 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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