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CHANCELLOR WEALTH MANAGEMENT, INC.

ATLANTA, GA · CRD 112918 · IAPD ↗ · 770-661-0283

$174.0MRegulatory AUM
2Advisory reps
3Employees
35Clients
101-250Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
April 2026 — CHANCELLOR WEALTH MANAGEMENT, INC. reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
60
April 2025 — CHANCELLOR WEALTH MANAGEMENT, INC. reported RAUM up 28% ($115.5M -> $148.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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