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Building 2CHASTAIN WEALTH MANAGEMENT

Map pin
Phone404-736-1261
NotebookSEC #801-132176
Total AUM
$143.8M
Employees
2
Clients
57

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
404-736-1261

ReceiptFinancials

Total AUM
$143.8M
Accounts
270
Discretionary
$143.8M
Accounts
270
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
6
AUM
$4.4M
HNW Individual Clients
51
AUM
$139.4M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
GA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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