CHILMARK WEALTH MANAGEMENT LLC

CHILMARK WEALTH MANAGEMENT LLC is an SEC-registered investment adviser (CRD 335044). Regulatory assets under management: $88.7M.

Registration

• CRD: 335044
• Type: Registered investment adviser
• Phone: 617-455-1692
• Latest filing: 2026-06-09
• Regulatory AUM: $88.7M
• Discretionary AUM: $87.0M
• Non-discretionary AUM: $1.7M
• Clients: 1
• Accounts: 159

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 335044 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search