Adams Chetwood Wealth Management LLC

Adams Chetwood Wealth Management LLC (CRD# 174978) is a financial advisory firm headquartered in Durham, NC. They manage $125,100,000 in 688 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    125
    MILLION
  • Total Number of Accounts
    688
    ACCOUNTS
  • Average Account Value
    $181,831
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, MD, NC, TX, VA

Financial Advisors at Adams Chetwood Wealth Management LLC
Showing 1 - 3 of 3 top financial advisors.
1
James F. Chetwood Iii
CRD#: 4889564
3100 Tower Blvd, Suite 1605, Durham, NC 27707
96
Wealthminder
score

James Chetwood Iii (CRD# 4889564) is an Investment Advisor Representative working at Adams Chetwood Wealth Management LLC in Durham, NC and has over 10 years of experience in the finance industry. James Chetwood Iii has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Michelle A. Disney
CRD#: 5223974
3100 Tower Blvd, Suite 1605, Durham, NC 27707
96
Wealthminder
score

Michelle Disney (CRD# 5223974) is an Investment Advisor Representative working at Adams Chetwood Wealth Management LLC in Durham, NC and has over 8 years of experience in the finance industry. Michelle Disney has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Roderick D. Adams
CRD#: 2043168
3100 Tower Blvd, Suite 1605, Durham, NC 27707
83
Wealthminder
score

Roderick Adams (CRD# 2043168) is an Investment Advisor Representative working at Adams Chetwood Wealth Management LLC in Durham, NC and has over 26 years of experience in the finance industry.

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