Chimera Wealth logo

Chimera Wealth

Updated today

Client AUM

$16,435,809

Clients

45

Advisors

4

across 3 offices

About

Chimera Wealth serves individual and high‑net‑worth clients, delivering ongoing portfolio management, financial planning, pension consulting, and held‑away portfolio consulting. The firm also offers insurance services via DPL Financial Partners and a subscription option that provides a custom monthly portfolio report.

The firm documents client suitability in an Investment Policy Statement and implements model allocations that combine a core strategic sleeve with a tactical sleeve—primarily ETFs with select active mutual funds—and offers both discretionary and non‑discretionary management. Chimera Wealth applies a mix of fundamental, quantitative, technical and cyclical analysis and, for digital assets, evaluates on‑chain metrics and protocol adoption; it may manage held‑away accounts using third‑party platforms to avoid custody.

Noteworthy differences from many peers include the use of subscription services alongside its asset‑based advisory programs, and related insurance‑broker activity performed by licensed firm representatives (Chimera Insurance Solutions) that can involve commissionable products. The firm also disclosed an update to outside business activities in its most recent annual amendment and provides digital‑asset access through platforms such as AltoIRA and Gemini, plus cash‑management options (FICA and Flourish Cash) that are less common for firms of similar size.

Client services

Financial planning Portfolio management Pension consulting Subcription services, held away assets

Expertise

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Annuities

Occupation focus

Self-Employed Executive

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Fee options

Fixed

Between $500 and $20,000 fixed fee for financial planning services based on complexity

Percentage

$0 - $999,999: 1.25% $1,000,000 - $2,499,999: 1.10% $2,500,000 - $4,999,999: 0.90% $5,000,000 - $9,999,999: 0.75% $10,000,000 - $19,999,999: 0.60% $20,000,000+: 0.50%

Project-based

$300 per hour

Subscriptions

$300 annually or $35 monthly

Main office

See office

Pacific Grove CA

Advisors at this office

2

Most active in

California · Texas · Washington

Also doing business as

Chimera Wealth · Chimera Wealth LLC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Carlton E

Series 63, Series 65

Renton, WA

Chimera Wealth

Carlton Ellis is a financial advisor at Chimera Wealth LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Nobles and Richards, Inc. and Landolt Securities, Inc. Ellis was involved with In House Hemp LLC from 2019 to 2021. Chimera Wealth serves individual and high-net-worth clients, providing portfolio management, financial planning, pension consulting, and held-away portfolio consulting. The firm combines strategic and tactical model allocations using a mix of analytical approaches and offers unique services such as subscription-based portfolio reports and digital asset access.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Annuities Self-Employed Executive
user avatar

Salvador A

CFA®, Series 66

Seattle, WA

Chimera Wealth

Salvador Abarca is a CFA® charterholder and holds a Series 66 license with 12 years of industry experience. He is a founding advisor at Chimera Wealth, where he has worked since 2020, following prior roles at Tcs and Luvo Wealth Advisors. Outside of his advisory work, he owns Colibri Rising, LLC, which manages seed investments and provides consulting and fundraising services for start-ups; he also holds minority stakes in several companies, including a fabric start-up and a Latin American trading platform where he serves as an expert advisor. Chimera Wealth serves individual and high-net-worth clients with portfolio management, financial planning, pension consulting, and held-away portfolio consulting. The firm employs a combination of strategic and tactical investment approaches using ETFs and select mutual funds, integrates digital asset evaluation, and offers both discretionary and non-discretionary management alongside insurance services and subscription-based reporting.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Annuities Self-Employed Executive
user avatar

Joshua G

Pacific Grove, CA

Chimera Wealth

Joshua Gordon is a financial advisor at Chimera Wealth in Pacific Grove, CA, with five years of industry experience. He has worked at Chimera Wealth since 2021 and also manages a mortgage business. Prior to his current role, he held positions at Cross Country Mortgage, Peoples Home Equity, and Banc of California. Chimera Wealth serves individual and high-net-worth clients by providing portfolio management, financial planning, pension consulting, and held-away portfolio consulting. The firm uses a combination of fundamental, quantitative, technical, and cyclical analysis integrated into model portfolios, offering both discretionary and non-discretionary management along with unique subscription services and digital-asset access.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Annuities Self-Employed Executive
user avatar

Antone B

Series 66

Pacific Grove, CA

Chimera Wealth

Antone Bulich is a financial advisor at Chimera Wealth with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including Waddell & Reed, Cambridge Investment Research, Oracle, and CrossCountry Mortgage. Outside of advising, he is a Notary Public and works as a financial analyst for PowerSchool, focusing on deal pricing with school districts. Chimera Wealth serves individual and high-net-worth clients by providing portfolio management, financial planning, pension consulting, and held-away portfolio consulting. The firm uses a combination of fundamental, quantitative, technical, and cyclical analysis alongside model allocations and offers both discretionary and non-discretionary management.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Annuities Self-Employed Executive
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