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Building 2ADAMS CHETWOOD WEALTH MANAGEMENT LLC

Map pinDURHAM, NC
Phone919-287-5660
NotebookSEC #801-96322
Total AUM
$293.9M
Employees
6
Clients
196

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3917 UNIVERSITY DRIVE, SUITE 200
DURHAM
NC 27707
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
919-287-5660

ReceiptFinancials

Total AUM
$293.9M
Accounts
717
Discretionary
$290.2M
Accounts
706
Non-Discretionary
$3.8M
Accounts
11

ContactClients

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Individual Clients
75
AUM
$16.8M
HNW Individual Clients
120
AUM
$268.9M
Corporation or Business Clients
1
AUM
$8.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NCNESCTXVA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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