Chatterton & Associates, The Wealth Management Team, Inc.
- Regulatory AUM
- $1.3B
- Discretionary
- $399M
- Clients
- 1,542
- Avg AUM / client
- $861K
- Accounts
- 2,908
- Employees
- 31
AUM over time
Annual snapshots from Form ADV filings · as of Mar 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,145 | $458M | 34.5% |
| High net worth individuals | 397 | $870M | 65.5% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Robert D. Chatterton | President | CFP Chartered Financial Consultant | Jul 2004 (22y) | 75% or more |
| Mooney, Abigail, Katzen | Chief Compliance Officer | Jul 2023 (3y) | Less than 5% | |
| Arrash Bruce Zare | Registered representative | CFP Chartered Financial Consultant | Feb 2025 (1y) | |
| Eric Y. Oh | Registered representative | CFP Chartered Financial Consultant | Feb 2025 (1y) | |
| Kyle Patrick Schneider | Registered representative | CFP Chartered Financial Consultant | Feb 2025 (1y) | |
| Anitha Nicole Graves | Registered representative | Sep 2025 (1y) | ||
| Teresa A De Luca | Registered representative | Chartered Financial Consultant | Oct 2025 (1y) | |
| Robert Dewitte Chatterton | Registered representative | CFP Chartered Financial Consultant | Jan 2026 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/20/2026 | 945 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Reported custodians
- Sei Investments Distribution Co. $1.3B (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 20, 2026.
View current Form ADV (SEC/IAPD) ↗