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
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 20, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DIMARIA, DONNA, BARBARA | I | CHIEF COMPLIANCE OFFICER | NA | |
| DIMARIA, DONNA, BARBARA | I | CHIEF COMPLIANCE OFFICER | NA | |
| GRIFFITHS, BRADLEY, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GRIFFITHS, BRADLEY, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GRIFFITHS, BRADLEY, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GRIFFITHS, BRADLEY, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCDEVITT, JOHN, THOMAS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCDEVITT, JOHN, THOMAS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MEHLBRANDT, TAMI, J. | I | CHIEF COMPLIANCE OFFICER | NA | |
| MEHLBRANDT, TAMI, J. | I | CHIEF COMPLIANCE OFFICER | NA | |
| MEHLBRANDT, TAMI, J. | I | CHIEF COMPLIANCE OFFICER | NA | |
| MEHLBRANDT, TAMI, J. | I | CHIEF COMPLIANCE OFFICER | NA | |
| MEHLBRANDT, TAMI, J. | I | CHIEF COMPLIANCE OFFICER | NA | |
| MEHLBRANDT, TAMI, J. | I | CHIEF COMPLIANCE OFFICER | NA | |
| MEHLBRANDT, TAMI, J. | I | CHIEF COMPLIANCE OFFICER | NA | |
| MEHLBRANDT, TAMI, J. | I | CHIEF COMPLIANCE OFFICER | NA | |
| MEHLBRANDT, TAMI, J. | I | CHIEF COMPLIANCE OFFICER | NA | |
| MEHLBRANDT, TAMI, J. | I | CHIEF COMPLIANCE OFFICER | NA | |
| MEHLBRANDT, TAMI, J. | I | CHIEF COMPLIANCE OFFICER | NA | |
| MEHLBRANDT, TAMI, J. | I | CHIEF COMPLIANCE OFFICER | NA | |
| MEHLBRANDT, TAMI, J. | I | CHIEF COMPLIANCE OFFICER | NA | |
| MEHLBRANDT, TAMI, J. | I | CHIEF COMPLIANCE OFFICER | NA | |
| MEHLBRANDT, TAMI, J. | I | CHIEF COMPLIANCE OFFICER | NA | |
| MEHLBRANDT, TAMI, J. | I | CHIEF COMPLIANCE OFFICER | NA | |
| MEHLBRANDT, TAMI, J. | I | CHIEF COMPLIANCE OFFICER | NA | |
| MEHLBRANDT, TAMI, J. | I | CHIEF COMPLIANCE OFFICER | NA | |
| MEHLBRANDT, TAMI, J. | I | CHIEF COMPLIANCE OFFICER | NA | |
| MEHLBRANDT, TAMI, J. | I | CHIEF COMPLIANCE OFFICER | NA | |
| MEHLBRANDT, TAMI, J. | I | CHIEF COMPLIANCE OFFICER | NA | |
| MEHLBRANDT, TAMI, J. | I | CHIEF COMPLIANCE OFFICER | NA | |
| MOONEY, ABIGAIL, KATZEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MOONEY, ABIGAIL, KATZEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MOONEY, ABIGAIL, KATZEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MOONEY, ABIGAIL, KATZEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CHATTERTON, ROBERT, D. | I | PRESIDENT | E | Control |
| CHATTERTON, ROBERT, D. | I | PRESIDENT | E | Control |
| CHATTERTON, ROBERT, D. | I | PRESIDENT | E | Control |
| CHATTERTON, ROBERT, D. | I | PRESIDENT | E | Control |
| CHATTERTON, ROBERT, D. | I | PRESIDENT | E | Control |
| CHATTERTON, ROBERT, D. | I | PRESIDENT | E | Control |
| CHATTERTON, ROBERT, D. | I | PRESIDENT | E | Control |
| CHATTERTON, ROBERT, D. | I | PRESIDENT | E | Control |
| CHATTERTON, ROBERT, D. | I | PRESIDENT | E | Control |
| CHATTERTON, ROBERT, D. | I | PRESIDENT | E | Control |
| CHATTERTON, ROBERT, D. | I | PRESIDENT | E | Control |
| CHATTERTON, ROBERT, D. | I | PRESIDENT | E | Control |
| CHATTERTON, ROBERT, D. | I | PRESIDENT | E | Control |
| CHATTERTON, ROBERT, D. | I | PRESIDENT | E | Control |
| CHATTERTON, ROBERT, D. | I | PRESIDENT | E | Control |
| CHATTERTON, ROBERT, D. | I | PRESIDENT | E | Control |
| CHATTERTON, ROBERT, D. | I | PRESIDENT | E | Control |
| CHATTERTON, ROBERT, D. | I | PRESIDENT | E | Control |
| CHATTERTON, ROBERT, D. | I | PRESIDENT | E | Control |
| CHATTERTON, ROBERT, D. | I | PRESIDENT | E | Control |
| CHATTERTON, ROBERT, D. | I | PRESIDENT | E | Control |
| CHATTERTON, ROBERT, D. | I | PRESIDENT | E | Control |
| CHATTERTON, ROBERT, D. | I | PRESIDENT | E | Control |
| CHATTERTON, ROBERT, D. | I | PRESIDENT | E | Control |
| CHATTERTON, ROBERT, D. | I | PRESIDENT | E | Control |
| CHATTERTON, ROBERT, D. | I | PRESIDENT | E | Control |
| CHATTERTON, ROBERT, D. | I | PRESIDENT | E | Control |
| CHATTERTON, ROBERT, D. | I | PRESIDENT | E | Control |
| CHATTERTON, ROBERT, D. | I | PRESIDENT | E | Control |
| CHATTERTON, ROBERT, D. | I | PRESIDENT | E | Control |
| CHATTERTON, ROBERT, D. | I | PRESIDENT | E | Control |
| CHATTERTON, ROBERT, D. | I | PRESIDENT | E | Control |
| CHATTERTON, ROBERT, D. | I | PRESIDENT | E | Control |
| CHATTERTON, ROBERT, D. | I | PRESIDENT | E | Control |
| CHATTERTON, ROBERT, DEWITTE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| CHATTERTON, ROBERT, DEWITTE | I | PRESIDENT & CCO | E | Control |
| CHATTERTON, ROBERT, DEWITTE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| CHATTERTON, ROBERT, DEWITTE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| CHATTERTON, ROBERT, DEWITTE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| CHATTERTON, ROBERT, DEWITTE | I | PRESIDENT | E | Control |
| CHATTERTON, ROBERT, DEWITTE | I | PRESIDENT | E | Control |
| CHATTERTON, ROBERT, DEWITTE | I | PRESIDENT | E | Control |
| CHATTERTON, ROBERT, DEWITTE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Nov 20, 2025 REGISTERED
Notice Filings (14)
AZ CA CO FL GA ID NE NV OR TN TX UT VA WA
Address
3061 E. LA PALMA AVE.ANAHEIM, CA 92806
United States
Phone: 714-572-2050