Chatterton & Associates, The Wealth Management Team, Inc.

Chatterton & Associates, The Wealth Management Team, Inc. (CRD# 132295) is a financial advisory firm headquartered in Anaheim, CA. They manage $697,567,277 in 1,938 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    698
    MILLION
  • Total Number of Accounts
    1,938
    ACCOUNTS
  • Average Account Value
    $359,942
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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.

AZ, CA, CO, FL, OR, TX, UT

Financial Advisors at Chatterton & Associates, The Wealth Management Team, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Eric Y. Oh
CRD#: 5488041
3061 E. La Palma Ave., Anaheim, CA 92806
93
Wealthminder
score

Eric Oh (CRD# 5488041) is an Investment Advisor Representative working at Chatterton & Associates, The Wealth Management Team, Inc. in Anaheim, CA and has over 9 years of experience in the finance industry.

2
Cameron K. Jalbert
CRD#: 6114802
3061 E. La Palma Ave., Anaheim, CA 92806
90
Wealthminder
score

Cameron Jalbert (CRD# 6114802) is an Investment Advisor Representative working at Chatterton & Associates, The Wealth Management Team, Inc. in Anaheim, CA and has over 5 years of experience in the finance industry.

3
Larry L. Grandfield
CRD#: 1999683
3511 N Tustin St, Ste 105, Orange, CA 92865
87
Wealthminder
score

Larry Grandfield (CRD# 1999683) is an Investment Advisor Representative working at Chatterton & Associates, The Wealth Management Team, Inc. in Orange, CA and has 1 year of experience in the finance industry.

4
Kyle P. Schneider
CRD#: 2931740
3061 E. La Palma Ave., Anaheim, CA 92806
86
Wealthminder
score

Kyle Schneider (CRD# 2931740) is an Investment Advisor Representative working at Chatterton & Associates, The Wealth Management Team, Inc. in Anaheim, CA and has over 20 years of experience in the finance industry. Kyle Schneider 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.

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