ADAMS CHETWOOD WEALTH MANAGEMENT LLC

HTTPS://AC-ECHO.COM/ DURHAM, NC How do I update this listing?

Adams Chetwood Wealth Management is based out of Durham. Adams Chetwood Wealth Management is a large advisory firm with 259 clients and discretionary assets under management (AUM) of $161,694,113 (Form ADV from 2019-04-30). Their last reported 13F filing for Q4 2019 included $97,756,000 in managed 13F securities and a top 10 holdings concentration of 66.86%. Adams Chetwood Wealth Management's largest holding is Schwab U.S. Large-Cap ETF with shares held of 275,547. Whalewisdom has at least 1 13F filings

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12/31/2019

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12/31/2019

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ADAMS CHETWOOD WEALTH MANAGEMENT LLC
3917 UNIVERSITY DRIVE, SUITE 200
DURHAM NC    27707
Country: United States

Business Phone: 919-287-5660
Fax:
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: NC
Number of employees: 5
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 5,387,990
Total Number of Clients: 259
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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