ADAMS CHETWOOD WEALTH MANAGEMENT LLC
CRD #174978 SEC #801-96322 DURHAM, NC 919-287-5660
SEC Registered
Total AUM
$293.9M
Discretionary
$290.2M
Employees
6
Clients
0
Accounts
717
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- North Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 16, 2022
- 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 |
|---|---|---|---|---|
| ADAMS, RODERICK, DHUE | I | MANAGING MEMBER | NA | Control |
| DISNEY, MICHELLE, ALAYNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DISNEY, MICHELLE, ALAYNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DISNEY, MICHELLE, ALAYNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DISNEY, MICHELLE, ALAYNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DISNEY, MICHELLE, ALAYNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DISNEY, MICHELLE, ALAYNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DISNEY, MICHELLE, ALAYNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DISNEY, MICHELLE, ALAYNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DISNEY, MICHELLE, ALAYNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DISNEY, MICHELLE, ALAYNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DISNEY, MICHELLE, ALAYNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DISNEY, MICHELLE, ALAYNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DISNEY, MICHELLE, ALAYNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DISNEY, MICHELLE, ALAYNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DISNEY, MICHELLE, ALAYNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DISNEY, MICHELLE, ALAYNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DISNEY, MICHELLE, ALAYNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DISNEY, MICHELLE, ALAYNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DISNEY, MICHELLE, ALAYNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DISNEY, MICHELLE, ALAYNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CHETWOOD III, JAMES, FREDERIC | I | MANAGING PARTNER | E | Control |
| CHETWOOD III, JAMES, FREDERIC | I | MANAGING PARTNER | E | Control |
| CHETWOOD III, JAMES, FREDERIC | I | MANAGING PARTNER | E | Control |
| CHETWOOD III, JAMES, FREDERIC | I | MANAGING PARTNER | E | Control |
| CHETWOOD III, JAMES, FREDERIC | I | MANAGING PARTNER | E | Control |
| CHETWOOD III, JAMES, FREDERIC | I | MANAGING PARTNER | E | Control |
| CHETWOOD III, JAMES, FREDERIC | I | MANAGING PARTNER | E | Control |
| ADAMS, RODERICK, DHUE | I | MANAGING PARTNER | D | Control |
| ADAMS, RODERICK, DHUE | I | MANAGING PARTNER | D | Control |
| ADAMS, RODERICK, DHUE | I | MANAGING MEMBER | D | Control |
| ADAMS, RODERICK, DHUE | I | MANAGING MEMBER | D | Control |
| ADAMS, RODERICK, DHUE | I | MANAGING MEMBER | D | Control |
| ADAMS, RODERICK, DHUE | I | MANAGING MEMBER | D | Control |
| ADAMS, RODERICK, DHUE | I | MANAGING MEMBER | D | Control |
| ADAMS, RODERICK, DHUE | I | MANAGING PARTNER | D | Control |
| ADAMS, RODERICK, DHUE | I | MANAGING PARTNER | D | Control |
| ADAMS, RODERICK, DHUE | I | MANAGING PARTNER | D | Control |
| ADAMS, RODERICK, DHUE | I | MANAGING PARTNER | D | Control |
| ADAMS, RODERICK, DHUE | I | MANAGING PARTNER | D | Control |
| ADAMS, RODERICK, DHUE | I | MANAGING PARTNER | D | Control |
| ADAMS, RODERICK, DHUE | I | MANAGING PARTNER | D | Control |
| ADAMS, RODERICK, DHUE | I | MANAGING PARTNER | D | Control |
| ADAMS, RODERICK, DHUE | I | MANAGING PARTNER | D | Control |
| ADAMS, RODERICK, DHUE | I | MANAGING PARTNER | D | Control |
| ADAMS, RODERICK, DHUE | I | MANAGING PARTNER | D | Control |
| ADAMS, RODERICK, DHUE | I | MANAGING PARTNER | D | Control |
| CHETWOOD III, JAMES, FREDERIC | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | D | Control |
| CHETWOOD III, JAMES, FREDERIC | I | MANAGING PARTNER | D | Control |
| CHETWOOD III, JAMES, FREDERIC | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| CHETWOOD III, JAMES, FREDERIC | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| CHETWOOD III, JAMES, FREDERIC | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| CHETWOOD III, JAMES, FREDERIC | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| CHETWOOD III, JAMES, FREDERIC | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| CHETWOOD III, JAMES, FREDERIC | I | MANAGING PARTNER | D | Control |
| CHETWOOD III, JAMES, FREDERIC | I | MANAGING PARTNER | D | Control |
| CHETWOOD III, JAMES, FREDERIC | I | MANAGING PARTNER | D | Control |
| CHETWOOD III, JAMES, FREDERIC | I | MANAGING PARTNER | D | Control |
| CHETWOOD III, JAMES, FREDERIC | I | MANAGING PARTNER | D | Control |
| CHETWOOD III, JAMES, FREDERIC | I | MANAGING PARTNER | D | Control |
| CHETWOOD III, JAMES, FREDERIC | I | MANAGING PARTNER | D | Control |
| CHETWOOD III, JAMES, FREDERIC | I | MANAGING PARTNER | D | Control |
| CHETWOOD III, JAMES, FREDERIC | I | MANAGING PARTNER | D | Control |
| CHETWOOD III, JAMES, FREDERIC | I | MANAGING PARTNER | D | Control |
| CHETWOOD III, JAMES, FREDERIC | I | MANAGING PARTNER | D | Control |
| CHETWOOD III, JAMES, FREDERIC | I | MANAGING PARTNER | D | Control |
Registrations
Federal
IA
Mar 16, 2022 REGISTERED
Notice Filings (7)
CA MD NC NE SC TX VA
Address
3917 UNIVERSITY DRIVE, SUITE 200DURHAM, NC 27707
United States
Phone: 919-287-5660