TRAVERSO CHAMBERS PRIVATE WEALTH MANAGEMENT, LLC
CRD #294019 SEC #801-112813 SANTA ROSA, CA 707-523-1111
SEC Registered
Total AUM
$553.1M
Discretionary
$552.1M
Employees
6
Clients
0
Accounts
1,055
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2024 | $553.1M | $552.1M | $1M | 6 | 0 |
| Oct 2023 | $452.3M | $447.3M | $5M | 6 | 0 |
| Feb 2023 | $452.3M | $447.3M | $5M | 6 | 0 |
| May 2022 | $468.9M | $465.2M | $3.7M | 6 | 0 |
| Apr 2022 | $468.9M | $465.2M | $3.7M | 6 | 0 |
| Mar 2022 | $468.9M | $468.9M | $0 | 6 | 0 |
| Mar 2022 | $468.9M | $468.9M | $0 | 6 | 0 |
| Sep 2021 | $392.3M | $392.3M | $0 | 5 | 0 |
| May 2021 | $392.3M | $392.3M | $0 | 5 | 0 |
| Apr 2021 | $392.3M | $392.3M | $0 | 5 | 0 |
| Apr 2021 | $392.3M | $392.3M | $0 | 5 | 0 |
| Mar 2021 | $392.3M | $392.3M | $0 | 5 | 0 |
| Aug 2020 | $362.5M | $362.5M | $0 | 5 | 0 |
| Jul 2020 | $362.5M | $362.5M | $0 | 5 | 0 |
| Jul 2020 | $362.5M | $362.5M | $0 | 5 | 0 |
| Jun 2020 | $362.5M | $362.5M | $0 | 5 | 0 |
| Jun 2020 | $362.5M | $362.5M | $0 | 5 | 0 |
| Jun 2020 | $362.5M | $362.5M | $0 | 5 | 0 |
| Mar 2020 | $362.5M | $362.5M | $0 | 5 | 0 |
| Mar 2020 | $362.5M | $362.5M | $0 | 5 | 0 |
| Feb 2019 | $299.4M | $299.4M | $0 | 5 | 1 |
| Jul 2018 | $323.4M | $323.4M | $0 | 5 | 0 |
| Jul 2018 | $323.4M | $323.4M | $0 | 5 | 0 |
| Jun 2018 | $0 | $0 | $0 | 5 | 0 |
| Apr 2018 | $0 | $0 | $0 | 5 | 0 |
| Apr 2018 | $0 | $0 | $0 | 5 | 0 |
| Apr 2018 | $0 | $0 | $0 | 5 | 0 |
| Mar 2018 | $0 | $0 | $0 | 5 | 0 |
DateJan 2024
Total AUM$553.1M
Discretionary$552.1M
Non-Disc.$1M
Employees6
Clients0
DateOct 2023
Total AUM$452.3M
Discretionary$447.3M
Non-Disc.$5M
Employees6
Clients0
DateFeb 2023
Total AUM$452.3M
Discretionary$447.3M
Non-Disc.$5M
Employees6
Clients0
DateMay 2022
Total AUM$468.9M
Discretionary$465.2M
Non-Disc.$3.7M
Employees6
Clients0
DateApr 2022
Total AUM$468.9M
Discretionary$465.2M
Non-Disc.$3.7M
Employees6
Clients0
DateMar 2022
Total AUM$468.9M
Discretionary$468.9M
Non-Disc.$0
Employees6
Clients0
DateMar 2022
Total AUM$468.9M
Discretionary$468.9M
Non-Disc.$0
Employees6
Clients0
DateSep 2021
Total AUM$392.3M
Discretionary$392.3M
Non-Disc.$0
Employees5
Clients0
DateMay 2021
Total AUM$392.3M
Discretionary$392.3M
Non-Disc.$0
Employees5
Clients0
DateApr 2021
Total AUM$392.3M
Discretionary$392.3M
Non-Disc.$0
Employees5
Clients0
DateApr 2021
Total AUM$392.3M
Discretionary$392.3M
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$392.3M
Discretionary$392.3M
Non-Disc.$0
Employees5
Clients0
DateAug 2020
Total AUM$362.5M
Discretionary$362.5M
Non-Disc.$0
Employees5
Clients0
DateJul 2020
Total AUM$362.5M
Discretionary$362.5M
Non-Disc.$0
Employees5
Clients0
DateJul 2020
Total AUM$362.5M
Discretionary$362.5M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$362.5M
Discretionary$362.5M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$362.5M
Discretionary$362.5M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$362.5M
Discretionary$362.5M
Non-Disc.$0
Employees5
Clients0
DateMar 2020
Total AUM$362.5M
Discretionary$362.5M
Non-Disc.$0
Employees5
Clients0
DateMar 2020
Total AUM$362.5M
Discretionary$362.5M
Non-Disc.$0
Employees5
Clients0
DateFeb 2019
Total AUM$299.4M
Discretionary$299.4M
Non-Disc.$0
Employees5
Clients1
DateJul 2018
Total AUM$323.4M
Discretionary$323.4M
Non-Disc.$0
Employees5
Clients0
DateJul 2018
Total AUM$323.4M
Discretionary$323.4M
Non-Disc.$0
Employees5
Clients0
DateJun 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateApr 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateApr 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateApr 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateMar 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0