Chimera Wealth Llc
- Regulatory AUM
- $16.7M
- Discretionary
- $16.7M
- Clients
- 48
- Avg AUM / client
- $348K
- Accounts
- 130
- Employees
- 2
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 36 | $7.4M | 44.3% |
| High net worth individuals | 9 | $9.0M | 54.0% |
| Corporations and other businesses | 3 | $273K | 1.63% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Antone Steven Bulich | Registered representative | Dec 2020 (6y) | ||
| Salvador Barrales Abarca | Registered representative | CFA | Dec 2020 (6y) | |
| Joshua Nathan Gordon | Registered representative | Mar 2021 (5y) | ||
| Carlton Case Ellis | Registered representative | Nov 2024 (2y) |
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) | 04/10/2026 | 1.11 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Subscription fees
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $15.0M (90% of AUM) Apr 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: Jul 24, 2026.
View current Form ADV (SEC/IAPD) ↗