CHANCELLOR WEALTH MANAGEMENT, INC.
CRD #112918 SEC #801-126004 ATLANTA, GA 770-661-0283
SEC Registered
Total AUM
$148M
Discretionary
$143.2M
Employees
3
Clients
51
Accounts
368
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $148M | $143.2M | $4.8M | 3 | 46 |
| Jun 2024 | $115.5M | $111.4M | $4.1M | 3 | 58 |
| Mar 2024 | $115.5M | $111.4M | $4.1M | 3 | 58 |
| Mar 2023 | $98.1M | $94.5M | $3.6M | 3 | 55 |
| Jul 2022 | $122.2M | $117.5M | $4.7M | 3 | 47 |
| May 2022 | $122.2M | $117.5M | $4.7M | 3 | 47 |
DateMar 2025
Total AUM$148M
Discretionary$143.2M
Non-Disc.$4.8M
Employees3
Clients46
DateJun 2024
Total AUM$115.5M
Discretionary$111.4M
Non-Disc.$4.1M
Employees3
Clients58
DateMar 2024
Total AUM$115.5M
Discretionary$111.4M
Non-Disc.$4.1M
Employees3
Clients58
DateMar 2023
Total AUM$98.1M
Discretionary$94.5M
Non-Disc.$3.6M
Employees3
Clients55
DateJul 2022
Total AUM$122.2M
Discretionary$117.5M
Non-Disc.$4.7M
Employees3
Clients47
DateMay 2022
Total AUM$122.2M
Discretionary$117.5M
Non-Disc.$4.7M
Employees3
Clients47