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CHANCELLOR WEALTH MANAGEMENT, INC.
CRD 112918 · SEC 801-126004
100 GALLERIA PARKWAY SE, SUITE 995, ATLANTA, GA, 30339, United States
Phone
770-661-0283
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$174.0M
Discretionary AUM
$168.7M
Team
3 total employees; 2 advisory reps; 35 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees; SOLICITOR/REFERRAL FEES
Org form
Corporation
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 119 | $172.9M |
States served
GA, SC, TX
All web addresses on file
Official SEC filing: View on IAPD