Chamberlain Long Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Chamberlain Long Wealth Management offers portfolio management, investment analysis, and financial planning to individual and high‑net‑worth clients. Services include discretionary asset management and financial plans delivered either as a one‑time engagement or on an ongoing basis integrated with portfolio management.
The firm employs a tactical asset allocation framework that draws on fundamental, technical/charting, cyclical, and macroeconomic analysis to guide allocation shifts while maintaining a generally long‑term orientation. Portfolios are constructed from diversified allocations of equities, ETFs, fixed income, and cash equivalents and may be adjusted periodically in response to market conditions under the firm’s discretionary authority.
Noteworthy aspects disclosed in the brochure include that the firm’s advisory personnel are licensed insurance agents who may recommend and receive compensation for insurance products (including fixed indexed annuities and various life insurance), with conflicts managed through a Code of Ethics and chief compliance oversight. The brochure also indicates the firm was recently registered, reports no assets under management or client accounts as of the filing, and does not serve as custodian of client assets.
Client services
Fee options
$0 - $1,000,000: 1.25% annually $1,000,000+: Negotiable, but will not exceed 1.25% annually
Advisers receive commissions from the sale of insurance related products; clients not obligated to purchase
Main office
165 W Canyon Crest Road
Alpine UT 84004
Advisors at this office
2
Most active in
Utah
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Greg C
Series 63, Series 66
Alpine, UT
Chamberlain Long Wealth Management, LLC
Greg Chamberlain is a financial advisor with Chamberlain Long Wealth Management, LLC, holding Series 63 and Series 66 licenses and 25 years of industry experience. He previously worked at Jackson National Life Distributors for 10 years and operates Chamberlain Financial, LLC. In addition to advisory work, he is an insurance wholesaler representing various insurance companies. Chamberlain Long Wealth Management provides portfolio management, investment analysis, and financial planning services to individual and high-net-worth clients. The firm uses a tactical asset allocation approach combining fundamental, technical, cyclical, and macroeconomic analysis to manage diversified portfolios through discretionary authority.
Nicholas L
Series 63, Series 65
Alpine, UT
Chamberlain Long Wealth Management, LLC
Nicholas Long is a financial advisor at Chamberlain Long Wealth Management, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with Long Financial Group, LLC since 2005. In addition to his advisory role, he works as an independent insurance agent selling life, health, annuities, and long-term care products. Chamberlain Long Wealth Management offers portfolio management, investment analysis, and financial planning services to individual and high-net-worth clients. The firm uses a tactical asset allocation approach based on fundamental, technical, cyclical, and macroeconomic analysis, managing diversified portfolios of equities, ETFs, fixed income, and cash equivalents under discretionary authority.
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