Adams Chetwood Wealth Management is an investment advisor in Durham with $293.93 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
473321899
SEC advisor number
801-96322
FINRA CRD number
174978
AUM ?
$293.93 mm
(as of 16 Mar 22)
Accounts
717
(as of 16 Mar 22)
Employees
6
(3 investment advisory or research)
Address
Adams Chetwood Wealth Management
3917 UNIVERSITY DRIVE
SUITE 200
DURHAM
NC 27707
3917 UNIVERSITY DRIVE
SUITE 200
DURHAM
NC 27707
Office hours
Monday - Friday, BY APPOINTMENT
Phone
919-287-5660
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Chetwood III, James, Frederic | Managing Partner | 05/2015 | > 75% |
Disney, Michelle, Alayne | Chief Compliance Officer | 06/2015 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
13 Apr 22
13F-HR
Quarterly holdings report by institutional manager
11 Feb 22
13F-HR
Quarterly holdings report by institutional manager
14 Oct 21
13F-HR
Quarterly holdings report by institutional manager
12 Aug 21
13F-HR
Quarterly holdings report by institutional manager
28 May 21
13F-HR
Quarterly holdings report by institutional manager
29 Jan 21
13F-HR
Quarterly holdings report by institutional manager
27 Oct 20
13F-HR
Quarterly holdings report by institutional manager
20 Jul 20
13F-HR
Quarterly holdings report by institutional manager
13 May 20
13F-HR
Quarterly holdings report by institutional manager
26 Feb 20