| Name | Title | Ownership | Since |
|---|---|---|---|
| Donna Barbara Dimaria | Chief Compliance Officer | Under 5% | 2025 |
| Robert D. Chatterton Control | President | Over 75% | 2004 |
Chatterton & Associates, the Wealth Management Team, Inc. reports $1.2 billion in regulatory assets under management on its Form ADV.
Chatterton & Associates, the Wealth Management Team, Inc. reports 34 employees.
Chatterton & Associates, the Wealth Management Team, Inc. is based in Anaheim, CA and has been SEC-registered since 2004.
Chatterton & Associates, the Wealth Management Team, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 3061 E. la Palma Ave., Anaheim, CA 92806 |
| Phone | 714-572-2050 |
| Fax | 714-572-2056 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $271.9M |
| Non-discretionary | $901.3M |
| Total (RAUM) | $1.17B |