ADAMS CHETWOOD WEALTH MANAGEMENT LLC

DURHAM, North Carolina·3 registered advisors·CRD# 174978

SEC# 801-963220919-287-5660

01

Firm Overview

AUM

$294M

Regulatory assets under management

Employees

6

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at ADAMS CHETWOOD WEALTH MANAGEMENT LLC

3 registered advisors

James Frederic Chetwood Iii

DURHAM, North Carolina

Michelle Alayne Disney

DURHAM, North Carolina

Roderick Dhue Adams

DURHAM, North Carolina

05

Office Locations

DURHAM, North Carolina

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Data sourced from SEC Form ADV filings. ADAMS CHETWOOD WEALTH MANAGEMENT LLC (CRD# 174978) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.