Chilmark Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$88,670,021
Clients
45
13% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
45
HighAverage account size
$1,970,445
About
Chilmark Wealth Management provides ongoing portfolio management and integrated financial planning to individuals and high-net-worth individuals, offering services such as investment policy statements, asset allocation, and regular portfolio monitoring. Financial planning is included in portfolio management at no additional cost, and the firm also offers tax preparation services as an additional business activity.
The firm’s investment approach is grounded in modern portfolio theory and a long-term trading strategy, documenting client risk tolerance in an Investment Policy Statement and conducting annual meetings with at least quarterly account reviews. Chilmark typically seeks discretionary authority to implement client strategies and requires clients to custody assets at a single recommended broker-dealer.
Distinctive features include the firm’s tax-preparation activity—which the brochure notes can consume roughly 75% of the owner’s time during January through April—an arrangement that creates potential conflicts of interest and is uncommon among independent advisers. Chilmark is a recently formed, single-advisor firm managing roughly $88 million across a small client base, resulting in a relatively high assets-per-client profile and an operational model that does not aggregate trades for multiple accounts.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
College savings (529s, UTMA, etc.)
Life insurance needs analysis
Cash flow / budgeting
Fee options
$0 - $1,000,000: 1.00% annually $1,000,001 - $3,000,000: 0.75% annually $3,000,001+: 0.50% annually
Main office location
Chilmark Wealth Management LLC
Concord MA, United States
Number of offices
1
Most active in
Chilmark Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
Florida · Massachusetts · New Jersey · New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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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
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