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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2022 | $293.9M | $290.2M | $3.8M | 6 | 0 |
| Apr 2021 | $251.5M | $245.5M | $6M | 5 | 0 |
| Mar 2021 | $251.5M | $245.5M | $6M | 5 | 0 |
| Sep 2020 | $220.9M | $206M | $14.9M | 4 | 0 |
| Jul 2020 | $220.9M | $206M | $14.9M | 4 | 0 |
| Jun 2020 | $220.9M | $206M | $14.9M | 4 | 0 |
| Mar 2020 | $220.9M | $206M | $14.9M | 4 | 0 |
| Apr 2019 | $176.8M | $161.7M | $15.1M | 5 | 1 |
| Mar 2019 | $176.8M | $161.7M | $15.1M | 5 | 1 |
| Sep 2018 | $165.7M | $162.9M | $2.8M | 5 | 1 |
| May 2018 | $165.7M | $162.9M | $2.8M | 5 | 1 |
| Mar 2018 | $165.7M | $162.9M | $2.8M | 5 | 1 |
| Oct 2017 | $158.7M | $155.9M | $2.8M | 5 | 1 |
| Apr 2017 | $149.4M | $146.3M | $3.1M | 5 | 357 |
| Mar 2017 | $149.4M | $146.3M | $3.1M | 5 | 357 |
| Feb 2017 | $149.4M | $146.3M | $3.1M | 5 | 357 |
| Jan 2016 | $125.1M | $125.1M | $0 | 4 | 300 |
| Jul 2015 | $105.2M | $105.2M | $0 | 3 | 0 |
| Jun 2015 | $0 | $0 | $0 | 3 | 0 |
| May 2015 | $0 | $0 | $0 | 3 | 0 |
| May 2015 | $0 | $0 | $0 | 3 | 0 |
| May 2015 | $0 | $0 | $0 | 3 | 0 |
| May 2015 | $0 | $0 | $0 | 3 | 0 |
| May 2015 | $0 | $0 | $0 | 3 | 0 |
| May 2015 | $0 | $0 | $0 | 3 | 0 |
DateMar 2022
Total AUM$293.9M
Discretionary$290.2M
Non-Disc.$3.8M
Employees6
Clients0
DateApr 2021
Total AUM$251.5M
Discretionary$245.5M
Non-Disc.$6M
Employees5
Clients0
DateMar 2021
Total AUM$251.5M
Discretionary$245.5M
Non-Disc.$6M
Employees5
Clients0
DateSep 2020
Total AUM$220.9M
Discretionary$206M
Non-Disc.$14.9M
Employees4
Clients0
DateJul 2020
Total AUM$220.9M
Discretionary$206M
Non-Disc.$14.9M
Employees4
Clients0
DateJun 2020
Total AUM$220.9M
Discretionary$206M
Non-Disc.$14.9M
Employees4
Clients0
DateMar 2020
Total AUM$220.9M
Discretionary$206M
Non-Disc.$14.9M
Employees4
Clients0
DateApr 2019
Total AUM$176.8M
Discretionary$161.7M
Non-Disc.$15.1M
Employees5
Clients1
DateMar 2019
Total AUM$176.8M
Discretionary$161.7M
Non-Disc.$15.1M
Employees5
Clients1
DateSep 2018
Total AUM$165.7M
Discretionary$162.9M
Non-Disc.$2.8M
Employees5
Clients1
DateMay 2018
Total AUM$165.7M
Discretionary$162.9M
Non-Disc.$2.8M
Employees5
Clients1
DateMar 2018
Total AUM$165.7M
Discretionary$162.9M
Non-Disc.$2.8M
Employees5
Clients1
DateOct 2017
Total AUM$158.7M
Discretionary$155.9M
Non-Disc.$2.8M
Employees5
Clients1
DateApr 2017
Total AUM$149.4M
Discretionary$146.3M
Non-Disc.$3.1M
Employees5
Clients357
DateMar 2017
Total AUM$149.4M
Discretionary$146.3M
Non-Disc.$3.1M
Employees5
Clients357
DateFeb 2017
Total AUM$149.4M
Discretionary$146.3M
Non-Disc.$3.1M
Employees5
Clients357
DateJan 2016
Total AUM$125.1M
Discretionary$125.1M
Non-Disc.$0
Employees4
Clients300
DateJul 2015
Total AUM$105.2M
Discretionary$105.2M
Non-Disc.$0
Employees3
Clients0
DateJun 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMay 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMay 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMay 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMay 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMay 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMay 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0