← Back to searchVisit website
CHISHOLM WEALTH MANAGEMENT
CHISHOLM WEALTH MANAGEMENT LLC
CRD 321134
1308 NW JOHN JONES DR, BURLESON, TX, 76028, United States
Phone
817-678-2821
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$71.1M
Discretionary AUM
$71.1M
Team
2 total employees; 2 advisory reps; 3 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 93 | $31.6M |
| High net worth individuals | 15 | $38.6M |
| Pension/profit sharing plans | 2 | $856K |
All web addresses on file
Official SEC filing: View on IAPD