CHESSMAN WEALTH STRATEGIES, INC.
Legal name: CHESSMAN WEALTH STRATEGIES
CRD #155171 SEC #801-71912 DALLAS, TX 214-572-2120
SEC Registered
Total AUM
$180.3M
Discretionary
$175.5M
Employees
7
Clients
101
Accounts
1,112
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2019 | $180.3M | $175.5M | $4.7M | 7 | 0 |
| Mar 2018 | $189.3M | $176.6M | $12.7M | 7 | 0 |
| Jul 2017 | $179M | $164.1M | $14.9M | 6 | 200 |
| May 2017 | $179M | $164.1M | $14.9M | 6 | 200 |
| Mar 2017 | $179M | $164.1M | $14.9M | 6 | 200 |
| Feb 2016 | $151.5M | $136.4M | $15.1M | 6 | 200 |
| Mar 2015 | $157M | $141.2M | $15.8M | 6 | 200 |
| Feb 2014 | $117.6M | $111.1M | $6.5M | 6 | 200 |
| May 2013 | $104M | $102M | $2M | 5 | 200 |
| Apr 2013 | $104M | $102M | $2M | 5 | 200 |
| Feb 2013 | $104M | $102M | $2M | 5 | 200 |
| Jan 2012 | $94M | $94M | $0 | 1 | 200 |
| Aug 2011 | $91M | $91M | $0 | 5 | -- |
| Mar 2011 | $75M | $75M | $0 | 5 | -- |
| Feb 2011 | $75M | $75M | $0 | 5 | -- |
| Jan 2011 | $75M | $75M | $0 | 5 | -- |
| Oct 2010 | $0 | $0 | $0 | 5 | -- |
DateMar 2019
Total AUM$180.3M
Discretionary$175.5M
Non-Disc.$4.7M
Employees7
Clients0
DateMar 2018
Total AUM$189.3M
Discretionary$176.6M
Non-Disc.$12.7M
Employees7
Clients0
DateJul 2017
Total AUM$179M
Discretionary$164.1M
Non-Disc.$14.9M
Employees6
Clients200
DateMay 2017
Total AUM$179M
Discretionary$164.1M
Non-Disc.$14.9M
Employees6
Clients200
DateMar 2017
Total AUM$179M
Discretionary$164.1M
Non-Disc.$14.9M
Employees6
Clients200
DateFeb 2016
Total AUM$151.5M
Discretionary$136.4M
Non-Disc.$15.1M
Employees6
Clients200
DateMar 2015
Total AUM$157M
Discretionary$141.2M
Non-Disc.$15.8M
Employees6
Clients200
DateFeb 2014
Total AUM$117.6M
Discretionary$111.1M
Non-Disc.$6.5M
Employees6
Clients200
DateMay 2013
Total AUM$104M
Discretionary$102M
Non-Disc.$2M
Employees5
Clients200
DateApr 2013
Total AUM$104M
Discretionary$102M
Non-Disc.$2M
Employees5
Clients200
DateFeb 2013
Total AUM$104M
Discretionary$102M
Non-Disc.$2M
Employees5
Clients200
DateJan 2012
Total AUM$94M
Discretionary$94M
Non-Disc.$0
Employees1
Clients200
DateAug 2011
Total AUM$91M
Discretionary$91M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$75M
Discretionary$75M
Non-Disc.$0
Employees5
Clients--
DateFeb 2011
Total AUM$75M
Discretionary$75M
Non-Disc.$0
Employees5
Clients--
DateJan 2011
Total AUM$75M
Discretionary$75M
Non-Disc.$0
Employees5
Clients--
DateOct 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--