CHESAPEAKE FINANCIAL GROUP INC
Legal name: CHESAPEAKE WEALTH MANAGEMENT
CRD #108039 SEC #801-64765 WILLIAMSBURG, VA 757-253-9088
SEC Registered
Total AUM
$155.6M
Discretionary
$145.1M
Employees
4
Clients
1
Accounts
184
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2017 | $155.6M | $145.1M | $10.5M | 4 | 200 |
| Jul 2017 | $155.6M | $145.1M | $10.5M | 4 | 200 |
| Mar 2017 | $155.6M | $145.1M | $10.5M | 4 | 200 |
| Mar 2016 | $143.9M | $137.6M | $6.3M | 4 | 200 |
| Oct 2015 | $120.9M | $120.9M | $0 | 4 | 200 |
| Jul 2015 | $120.9M | $120.9M | $0 | 4 | 200 |
| Mar 2015 | $120.9M | $120.9M | $0 | 4 | 200 |
| Aug 2014 | $115M | $115M | $0 | 5 | 100 |
| Mar 2014 | $103.7M | $103.7M | $0 | 4 | 100 |
| Dec 2013 | $104.7M | $104.7M | $0 | 2 | 200 |
| Aug 2013 | $141.1M | $141.1M | $0 | 4 | 200 |
| May 2013 | $141.1M | $141.1M | $0 | 4 | 200 |
| Mar 2013 | $140.7M | $140.7M | $0 | 3 | 200 |
| Oct 2012 | $155.9M | $143.7M | $12.2M | 6 | 200 |
| Aug 2012 | $150M | $139.4M | $10.7M | 6 | 200 |
| Mar 2012 | $150M | $139.4M | $10.7M | 6 | 200 |
| Mar 2011 | $137.1M | $135.2M | $2M | 10 | -- |
| Apr 2010 | $128.8M | $122.9M | $5.8M | 10 | -- |
| Mar 2010 | $128.8M | $122.9M | $5.8M | 10 | -- |
| Mar 2007 | $69.5M | $61.7M | $7.8M | 10 | -- |
| Nov 2001 | $6M | $6M | $0 | 10 | -- |
| Oct 2001 | $6M | $6M | $0 | 5 | -- |
DateSep 2017
Total AUM$155.6M
Discretionary$145.1M
Non-Disc.$10.5M
Employees4
Clients200
DateJul 2017
Total AUM$155.6M
Discretionary$145.1M
Non-Disc.$10.5M
Employees4
Clients200
DateMar 2017
Total AUM$155.6M
Discretionary$145.1M
Non-Disc.$10.5M
Employees4
Clients200
DateMar 2016
Total AUM$143.9M
Discretionary$137.6M
Non-Disc.$6.3M
Employees4
Clients200
DateOct 2015
Total AUM$120.9M
Discretionary$120.9M
Non-Disc.$0
Employees4
Clients200
DateJul 2015
Total AUM$120.9M
Discretionary$120.9M
Non-Disc.$0
Employees4
Clients200
DateMar 2015
Total AUM$120.9M
Discretionary$120.9M
Non-Disc.$0
Employees4
Clients200
DateAug 2014
Total AUM$115M
Discretionary$115M
Non-Disc.$0
Employees5
Clients100
DateMar 2014
Total AUM$103.7M
Discretionary$103.7M
Non-Disc.$0
Employees4
Clients100
DateDec 2013
Total AUM$104.7M
Discretionary$104.7M
Non-Disc.$0
Employees2
Clients200
DateAug 2013
Total AUM$141.1M
Discretionary$141.1M
Non-Disc.$0
Employees4
Clients200
DateMay 2013
Total AUM$141.1M
Discretionary$141.1M
Non-Disc.$0
Employees4
Clients200
DateMar 2013
Total AUM$140.7M
Discretionary$140.7M
Non-Disc.$0
Employees3
Clients200
DateOct 2012
Total AUM$155.9M
Discretionary$143.7M
Non-Disc.$12.2M
Employees6
Clients200
DateAug 2012
Total AUM$150M
Discretionary$139.4M
Non-Disc.$10.7M
Employees6
Clients200
DateMar 2012
Total AUM$150M
Discretionary$139.4M
Non-Disc.$10.7M
Employees6
Clients200
DateMar 2011
Total AUM$137.1M
Discretionary$135.2M
Non-Disc.$2M
Employees10
Clients--
DateApr 2010
Total AUM$128.8M
Discretionary$122.9M
Non-Disc.$5.8M
Employees10
Clients--
DateMar 2010
Total AUM$128.8M
Discretionary$122.9M
Non-Disc.$5.8M
Employees10
Clients--
DateMar 2007
Total AUM$69.5M
Discretionary$61.7M
Non-Disc.$7.8M
Employees10
Clients--
DateNov 2001
Total AUM$6M
Discretionary$6M
Non-Disc.$0
Employees10
Clients--
DateOct 2001
Total AUM$6M
Discretionary$6M
Non-Disc.$0
Employees5
Clients--