CHATTERTON & ASSOCIATES, THE WEALTH MANAGEMENT TEAM, INC.

CHATTERTON & ASSOCIATES
ANAHEIM, California·2 registered advisors·CRD# 132295
SEC# 801-633940714-572-2050
01

Firm Overview

AUM
$1.1B
Regulatory assets under management
Employees
25
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Commissions
03

Specialties

Financial PlanningInvestment Management
04

Advisors at CHATTERTON & ASSOCIATES, THE WEALTH MANAGEMENT TEAM, INC.

2 registered advisors
Robert D. Chatterton
ANAHEIM, California
Tami J. Mehlbrandt
ANAHEIM, California
05

Office Locations

ANAHEIM, California
2 advisors

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Data sourced from SEC Form ADV filings. CHATTERTON & ASSOCIATES, THE WEALTH MANAGEMENT TEAM, INC. (CRD# 132295) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.