CHATTERTON & ASSOCIATES, THE WEALTH MANAGEMENT TEAM, INC.
Legal name: CHATTERTON & ASSOCIATES
CRD #132295 SEC #801-63394 ANAHEIM, CA 714-572-2050
SEC Registered
Total AUM
$1.2B
Discretionary
$271.9M
Employees
34
Clients
--
Accounts
2,771
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $1.2B | $271.9M | $901.3M | 34 | 0 |
| Mar 2025 | $1.2B | $271.9M | $901.3M | 34 | 0 |
| Feb 2025 | $1.1B | $189.9M | $864.4M | 25 | 0 |
| Aug 2024 | $1.1B | $189.9M | $864.4M | 25 | 0 |
| Mar 2024 | $1.1B | $189.9M | $864.4M | 25 | 0 |
| Aug 2023 | $943.7M | $161.5M | $782.2M | 25 | 0 |
| Mar 2023 | $943.7M | $161.5M | $782.2M | 25 | 0 |
| Mar 2023 | $1.1B | $153.6M | $903.6M | 4 | 0 |
| Mar 2022 | $1.1B | $153.6M | $903.6M | 4 | 0 |
| Jul 2021 | $920.7M | $25.8M | $894.9M | 7 | 0 |
| Jun 2021 | $920.7M | $25.8M | $894.9M | 7 | 0 |
| Mar 2021 | $920.7M | $25.8M | $894.9M | 7 | 0 |
| Jul 2020 | $853.5M | $0 | $853.5M | 7 | 0 |
| Jun 2020 | $853.5M | $0 | $853.5M | 7 | 0 |
| Mar 2020 | $853.5M | $0 | $853.5M | 7 | 0 |
| Sep 2019 | $695.9M | $0 | $695.9M | 7 | 0 |
| Feb 2019 | $695.9M | $0 | $695.9M | 7 | 0 |
| Jan 2018 | $697.6M | $0 | $697.6M | 7 | 0 |
| Apr 2017 | $587.4M | $0 | $587.4M | 6 | 1,113 |
| Mar 2017 | $587.4M | $0 | $587.4M | 6 | 1,113 |
| Jul 2016 | $515.2M | $0 | $515.2M | 6 | 1,000 |
| Jun 2016 | $515.2M | $0 | $515.2M | 6 | 1,000 |
| Mar 2016 | $515.2M | $0 | $515.2M | 6 | 1,000 |
| Feb 2016 | $515.2M | $0 | $515.2M | 6 | 1,000 |
| Feb 2016 | $515.2M | $0 | $515.2M | 6 | 1,000 |
| Jan 2016 | $496.4M | $0 | $496.4M | 7 | 1,000 |
| Mar 2015 | $496.4M | $0 | $496.4M | 7 | 1,000 |
| Mar 2014 | $445.3M | $0 | $445.3M | 9 | 830 |
| May 2013 | $375M | $0 | $375M | 10 | 500 |
| Mar 2013 | $375M | $0 | $375M | 9 | 500 |
| Mar 2012 | $335M | $0 | $335M | 6 | 500 |
| Mar 2011 | $300M | $0 | $300M | 10 | -- |
| Feb 2009 | $182.7M | $0 | $182.7M | 10 | -- |
| Aug 2007 | $143.3M | $0 | $143.3M | 5 | -- |
| Mar 2007 | $143.3M | $0 | $143.3M | 5 | -- |
| Mar 2006 | $101.5M | $0 | $101.5M | 5 | -- |
| Aug 2004 | $0 | $0 | $0 | 5 | -- |
| Jul 2004 | $0 | $0 | $0 | 5 | -- |
DateNov 2025
Total AUM$1.2B
Discretionary$271.9M
Non-Disc.$901.3M
Employees34
Clients0
DateMar 2025
Total AUM$1.2B
Discretionary$271.9M
Non-Disc.$901.3M
Employees34
Clients0
DateFeb 2025
Total AUM$1.1B
Discretionary$189.9M
Non-Disc.$864.4M
Employees25
Clients0
DateAug 2024
Total AUM$1.1B
Discretionary$189.9M
Non-Disc.$864.4M
Employees25
Clients0
DateMar 2024
Total AUM$1.1B
Discretionary$189.9M
Non-Disc.$864.4M
Employees25
Clients0
DateAug 2023
Total AUM$943.7M
Discretionary$161.5M
Non-Disc.$782.2M
Employees25
Clients0
DateMar 2023
Total AUM$943.7M
Discretionary$161.5M
Non-Disc.$782.2M
Employees25
Clients0
DateMar 2023
Total AUM$1.1B
Discretionary$153.6M
Non-Disc.$903.6M
Employees4
Clients0
DateMar 2022
Total AUM$1.1B
Discretionary$153.6M
Non-Disc.$903.6M
Employees4
Clients0
DateJul 2021
Total AUM$920.7M
Discretionary$25.8M
Non-Disc.$894.9M
Employees7
Clients0
DateJun 2021
Total AUM$920.7M
Discretionary$25.8M
Non-Disc.$894.9M
Employees7
Clients0
DateMar 2021
Total AUM$920.7M
Discretionary$25.8M
Non-Disc.$894.9M
Employees7
Clients0
DateJul 2020
Total AUM$853.5M
Discretionary$0
Non-Disc.$853.5M
Employees7
Clients0
DateJun 2020
Total AUM$853.5M
Discretionary$0
Non-Disc.$853.5M
Employees7
Clients0
DateMar 2020
Total AUM$853.5M
Discretionary$0
Non-Disc.$853.5M
Employees7
Clients0
DateSep 2019
Total AUM$695.9M
Discretionary$0
Non-Disc.$695.9M
Employees7
Clients0
DateFeb 2019
Total AUM$695.9M
Discretionary$0
Non-Disc.$695.9M
Employees7
Clients0
DateJan 2018
Total AUM$697.6M
Discretionary$0
Non-Disc.$697.6M
Employees7
Clients0
DateApr 2017
Total AUM$587.4M
Discretionary$0
Non-Disc.$587.4M
Employees6
Clients1,113
DateMar 2017
Total AUM$587.4M
Discretionary$0
Non-Disc.$587.4M
Employees6
Clients1,113
DateJul 2016
Total AUM$515.2M
Discretionary$0
Non-Disc.$515.2M
Employees6
Clients1,000
DateJun 2016
Total AUM$515.2M
Discretionary$0
Non-Disc.$515.2M
Employees6
Clients1,000
DateMar 2016
Total AUM$515.2M
Discretionary$0
Non-Disc.$515.2M
Employees6
Clients1,000
DateFeb 2016
Total AUM$515.2M
Discretionary$0
Non-Disc.$515.2M
Employees6
Clients1,000
DateFeb 2016
Total AUM$515.2M
Discretionary$0
Non-Disc.$515.2M
Employees6
Clients1,000
DateJan 2016
Total AUM$496.4M
Discretionary$0
Non-Disc.$496.4M
Employees7
Clients1,000
DateMar 2015
Total AUM$496.4M
Discretionary$0
Non-Disc.$496.4M
Employees7
Clients1,000
DateMar 2014
Total AUM$445.3M
Discretionary$0
Non-Disc.$445.3M
Employees9
Clients830
DateMay 2013
Total AUM$375M
Discretionary$0
Non-Disc.$375M
Employees10
Clients500
DateMar 2013
Total AUM$375M
Discretionary$0
Non-Disc.$375M
Employees9
Clients500
DateMar 2012
Total AUM$335M
Discretionary$0
Non-Disc.$335M
Employees6
Clients500
DateMar 2011
Total AUM$300M
Discretionary$0
Non-Disc.$300M
Employees10
Clients--
DateFeb 2009
Total AUM$182.7M
Discretionary$0
Non-Disc.$182.7M
Employees10
Clients--
DateAug 2007
Total AUM$143.3M
Discretionary$0
Non-Disc.$143.3M
Employees5
Clients--
DateMar 2007
Total AUM$143.3M
Discretionary$0
Non-Disc.$143.3M
Employees5
Clients--
DateMar 2006
Total AUM$101.5M
Discretionary$0
Non-Disc.$101.5M
Employees5
Clients--
DateAug 2004
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJul 2004
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--