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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 12, 2019
- 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 |
|---|---|---|---|---|
| PHILLIPS, SEAN, ANTHONY | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| PHILLIPS, SEAN, ANTHONY | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| PHILLIPS, SEAN, ANTHONY | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| PHILLIPS, SEAN, ANTHONY | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| PHILLIPS, SEAN, ANTHONY | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| PHILLIPS, SEAN, ANTHONY | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| PHILLIPS, SEAN, ANTHONY | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| PHILLIPS, SEAN, ANTHONY | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| PHILLIPS, SEAN, ANTHONY | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| PHILLIPS, SEAN, ANTHONY | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| PHILLIPS, SEAN, ANTHONY | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| CHESSMAN, WADE, HAMILTON | I | PRESIDENT | E | Control |
| CHESSMAN, WADE, HAMILTON | I | PRESIDENT | E | Control |
| CHESSMAN, WADE, HAMILTON | I | PRESIDENT | E | Control |
| CHESSMAN, WADE, HAMILTON | I | PRESIDENT | E | Control |
| CHESSMAN, WADE, HAMILTON | I | PRESIDENT | E | Control |
| CHESSMAN, WADE, HAMILTON | I | PRESIDENT | E | Control |
| CHESSMAN, WADE, HAMILTON | I | PRESIDENT | E | Control |
| CHESSMAN, WADE, HAMILTON | I | PRESIDENT | E | Control |
| CHESSMAN, WADE, HAMILTON | I | PRESIDENT | E | Control |
| CHESSMAN, WADE, HAMILTON | I | PRESIDENT | E | Control |
| CHESSMAN, WADE, HAMILTON | I | PRESIDENT | E | Control |
| CHESSMAN, WADE, HAMILTON | I | PRESIDENT | E | Control |
| CHESSMAN, WADE, HAMILTON | I | PRESIDENT | E | Control |
| CHESSMAN, WADE, HAMILTON | I | PRESIDENT | E | Control |
| CHESSMAN, WADE, HAMILTON | I | PRESIDENT | E | Control |
| CHESSMAN, WADE, HAMILTON | I | PRESIDENT | E | Control |
| CHESSMAN, WADE, HAMILTON | I | PRESIDENT | E | Control |
| PHILLIPS, SEAN, ANTHONY | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | A | Control |
| PHILLIPS, SEAN, ANTHONY | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | A | Control |
| PHILLIPS, SEAN, ANTHONY | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | A | Control |
| PHILLIPS, SEAN, ANTHONY | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | A | Control |
| PHILLIPS, SEAN, ANTHONY | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | A | Control |
| PHILLIPS, SEAN, ANTHONY | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | A | Control |
Registrations
Federal
IA
Mar 12, 2019 REGISTERED
Notice Filings (2)
CA TX
Address
7557 RAMBLER RD.SUITE 1010
DALLAS, TX 75231
United States
Phone: 214-572-2120