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CHATTERTON & ASSOCIATES
Legal name: CHATTERTON & ASSOCIATES, THE WEALTH MANAGEMENT TEAM, INC.
CRD 132295File 801-63394
APPROVED
Retail clients
Filing as of Mar 20, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.33B
Above cohort median (national)
Discretionary AUM
$399.1M
Non-discretionary $929.1M
Clients
1,542
2,908 accounts
Employees
31
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Aug 6, 2004
- Principal office
- 3061 E. LA PALMA AVE., ANAHEIM, CA, 92806
- Phone
- 714-572-2050
- Website
- HTTP://WWW.CHATTERTONINC.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.33B
- Discretionary AUM
- $399.1M
- Non-discretionary AUM
- $929.1M
- Discretionary accounts
- 1,826
- Non-discretionary accounts
- 1,082
- Total accounts
- 2,908
- AUM per client
- $861K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 397 | $870.4M |
| Individuals (other than high net worth individuals) | 1,145 | $457.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.