Chatterton & Associates, the Wealth Management Team, Inc.
● SEC registered since 2004CRD 132295SEC# 801-63394Anaheim, CA
Reg. AUM
$1.33B
Employees
31
Accounts
2,908
Location
Anaheim, CA
Chatterton & Associates, the Wealth Management Team, Inc. assets under management
Chatterton & Associates, the Wealth Management Team, Inc. is a registered investment adviser overseen by the SEC based in Anaheim, CA. The firm has been registered since 2004. It reports $1.3 billion in regulatory assets under management and employs 31 people.
Chatterton & Associates, the Wealth Management Team, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Donna Barbara Dimaria | Chief Compliance Officer | Under 5% | 2025 |
| Robert D. Chatterton Control | President | Over 75% | 2004 |
Frequently asked questions
How much does Chatterton & Associates, the Wealth Management Team, Inc. manage?
Chatterton & Associates, the Wealth Management Team, Inc. reports $1.3 billion in regulatory assets under management on its Form ADV.
How many employees does Chatterton & Associates, the Wealth Management Team, Inc. have?
Chatterton & Associates, the Wealth Management Team, Inc. reports 31 employees.
Where is Chatterton & Associates, the Wealth Management Team, Inc. located?
Chatterton & Associates, the Wealth Management Team, Inc. is based in Anaheim, CA and has been SEC-registered since 2004.
Does Chatterton & Associates, the Wealth Management Team, Inc. disclose fund performance?
Chatterton & Associates, the Wealth Management Team, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3061 E. la Palma Ave., Anaheim, CA 92806 |
| Phone | 714-572-2050 |
| Fax | 714-572-2056 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.33B▲ 26%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 28%
Larger than 72% of 16,271 advisers
EmployeesTop 17%
More than 83% of 16,825 advisers
Assets under management
$1.33Bregulatory AUM
Discretionary $399.1MNon-discretionary $929.1M