# ADAMS CHETWOOD WEALTH MANAGEMENT LLC

ADAMS CHETWOOD WEALTH MANAGEMENT LLC of DURHAM, NC is an SEC-registered investment adviser.

## Registration

- CRD: 174978
- Type: SEC-registered investment adviser
- SEC file number: 801-96322
- Location: 3917 UNIVERSITY DRIVE, SUITE 200, DURHAM, NC, 27707
- Phone: 919-287-5660
- Latest filing: 2022-03-16
- Regulatory AUM: $293.9M
- Discretionary AUM: $290.2M
- Non-discretionary AUM: $3.8M
- Clients: 6
- Accounts: 717

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| CHETWOOD III JAMES FREDERIC | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER; MANAGING PARTNER; MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | — |
| ADAMS RODERICK DHUE | MANAGING MEMBER; MANAGING PARTNER | — |
| DISNEY MICHELLE ALAYNE | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/174978/brochure
- Similar advisers: https://search.stillhousedata.com/firm/174978/similar
- Related entities: https://search.stillhousedata.com/firm/174978/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/174978

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.