CHARTWELL FAMILY OFFICE, LLC
CRD #337312 SEC #802-134083 PALM DESERT, CA 760-341-4888
State Registered Exempt Reporting Private Funds
Total AUM
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Discretionary
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Employees
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Clients
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Accounts
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Firm Details
- Organization Type
- --
- State of Formation
- --
- Fiscal Year End
- --
- Registration Date
- --
- Latest Filing
- Jul 1, 2025
- 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 |
|---|---|---|---|---|
| CONNER, CHARLES, RANDALL | I | PRESIDENT | NA | |
| FERN, FRED, ANDREW | I | MANAGER | NA | Control |
| HOLMES, EILEEN, ALMQUIST | I | CHIEF COMPLIANCE OFFICER; CHIEF FINANCIAL OFFICER | NA | |
| FERN FAMILY TRUST DATED 7/14/2009 | DE | MEMBER | E | Control |
Registrations
Federal
ERA
Jul 1, 2025 REGISTERED
Address
73061 EL PASEOSUITE 200
PALM DESERT, CA 92260
United States
Phone: 760-341-4888