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CHATTERTON & ASSOCIATES

CHATTERTON & ASSOCIATES, THE WEALTH MANAGEMENT TEAM, INC.

CRD 132295 · SEC 801-63394

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3061 E. LA PALMA AVE., ANAHEIM, CA, 92806, United States

Phone

714-572-2050

Fax

714-572-2056

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.33B

Discretionary AUM

$399.1M

Team

31 total employees; 10 advisory reps

Clients

More than 500

Fees

Percentage of AUM; Fixed fees

Org form

Corporation

Filing date

2026-03-20

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisersPublication of periodicalsEducational seminars

Client types

TypeClientsAUM
Individuals1145$457.7M
High net worth individuals397$870.4M

States served

AL, AZ, CA, CO, GA, ID, NV, OR, TN, UT, VA, WA, TX, FL

All web addresses on file

Official SEC filing: View on IAPD