CHESSMAN WEALTH STRATEGIES, INC.

CHESSMAN WEALTH STRATEGIES, INC. of DALLAS, TX is an SEC-registered investment adviser (CRD 155171). Regulatory assets under management: $180.3M.

Registration

• CRD: 155171
• SEC file number: 801-71912
• Type: Registered investment adviser
• Location: 7557 RAMBLER RD., SUITE 1010, DALLAS, TX, 75231
• Phone: 214-572-2120
• Latest filing: 2019-03-12
• Regulatory AUM: $180.3M
• Discretionary AUM: $175.5M
• Non-discretionary AUM: $4.7M
• Clients: 7
• Accounts: 1,112

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 155171 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search