RIA Intel›Advisers›Massachusetts›CHILMARK WEALTH MANAGEMENT LLC

CHILMARK WEALTH MANAGEMENT LLC

Advisory

MA

Data as of Jun 9, 2026 · Source: SEC Form ADV

Rank in MA

#1,029

of 1,590 advisers by AUM

Average account

$558K

across 159 accounts

AUM per adviser

$89M

1 advisers

Source: SEC Form ADV. Figures as filed Jun 9, 2026.

Total AUM

$89M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$89M

Discretionary AUM$87M

Non-Discretionary AUM$2M

Discretionary %98.1%

Total Clients45

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, MA, NJ, NY

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

45 clients

6 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in MA

Closest by assets under management. All figures from Form ADV.

GREG STEPHEN DODGE

$89M

SPENCER BROOK ASSET MANAGEMENT, LLC

$88M

HELM FINANCIAL PLANNING LLC

$88M

KNIGHTSBRIDGE ADVISORS, INC.

$89M

BOUNTY MANAGEMENT CORP

$90M

SUMMIT PARTNERS, LLC

$90M

Get the full picture on CHILMARK WEALTH MANAGEMENT LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track CHILMARK WEALTH MANAGEMENT LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans