CHISHOLM WEALTH MANAGEMENT

CHISHOLM WEALTH MANAGEMENT of BURLESON, TX is an SEC-registered investment adviser (CRD 321134). Regulatory assets under management: $71.1M.

Registration

• CRD: 321134
• Type: Registered investment adviser
• Location: 1308 NW JOHN JONES DR, BURLESON, TX, 76028
• Phone: 817-678-2821
• Latest filing: 2026-02-09
• Regulatory AUM: $71.1M
• Discretionary AUM: $71.1M
• Clients: 2
• Accounts: 254

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 321134 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search