RIA Intel›Advisers›California›CHATTERTON & ASSOCIATES, THE WEALTH MANAGEMENT TEAM, INC.

CHATTERTON & ASSOCIATES, THE WEALTH MANAGEMENT TEAM, INC.

Advisory

N·ANAHEIM, CA

Data as of Mar 6, 2026 · Source: SEC Form ADV

Total AUM
$1.3B
1-Year AUM Growth
+11.7%
3-Year CAGR
+4.4%
Employees
10
Assets Under Management
Total AUM$1.3B
Discretionary AUM$399M
Non-Discretionary AUM$929M
Discretionary %30%
Total Clients2,771
Team
Total Employees10
Investment Advisers31
Employee Growth (1Y)+125.0%
Filing History
Total Filings on Record42
First FilingJul 26, 2004
Latest FilingMar 6, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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