Chesapeake Wealth Management
Chesapeake Wealth Management (CRD# 108039) is a financial advisory firm headquartered in Williamsburg, VA. They manage $84,120,433 in 181 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management84MILLION
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Total Number of Accounts181ACCOUNTS
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Average Account Value$464,754
Compensation Options
- A percentage of assets under your management
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
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, MD, TX, VA
Financial Advisors at Chesapeake Wealth Management
No Advisor Found.
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