CRD: 290752
Steve Chastain Wealth Management LLC
$6.8M Total AUM
$6.8M Disc. AUM
-- 3Y CAGR
1 Employees
46 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-02-2019
- Office Locations
- 1
Office Locations
5305 W Village Parkway Ste. 10 Rogers AR
About Steve Chastain Wealth Management LLC
Steve Chastain Wealth Management is an Arkansas-based advisor focused on retirement income planning, combining wealth management with annuities, IRA/401(k) rollovers, and tax-efficient and asset-protection strategies, including life insurance. Investment focus emphasizes annuity-based income solutions alongside traditional investments. Custody includes Charles Schwab and Fidelity/NFS.
Team overview
-- AVG AGE
$6.8M AVG AUM / ADVISOR
$147.0K AVG AUM / CLIENT
4.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
Available
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Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
Stephen B. Chastain
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #6874275
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,763,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,763,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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