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CHATHAM WEALTH MANAGEMENT

CHATHAM, NJ · CRD 111987 · IAPD ↗ · chathamwealth.com · 973-635-4275

$642.9MRegulatory AUM
4Advisory reps
6Employees
0Clients
51-100Planning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

68
February 2025 — CHATHAM WEALTH MANAGEMENT now reports custody of client assets ($192.1M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
70
March 2024 — CHATHAM WEALTH MANAGEMENT crossed $500M in regulatory AUM ($411.4M -> $506.3M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.