A complete list of active advisors currently associated with Chimera Wealth
Warmer can help you find a great advisor at Chimera Wealth or one who fits your needs even better.
Chimera Wealth LLC is a small registered investment adviser serving individuals and high‑net‑worth clients, managing roughly $16.7 million in discretionary assets for about 45 clients with three advisors. The firm offers ongoing portfolio management, financial planning, pension consulting, held‑away portfolio consulting, and insurance‑related services through a relationship with DPL Financial Partners and its own licensed insurance agency. CW tailors advice through Investment Policy Statements and offers both discretionary and non‑discretionary management using model allocations with core strategic and tactical sleeves (primarily ETFs with select active mutual funds), and employs cyclical, fundamental, quantitative and technical analysis. The firm also advises on digital assets, including use of AltoIRA and Gemini for crypto custody and trading, treats cash as an asset class, and reviews advisory accounts at least monthly. Notable distinctions include a paid subscription offering for portfolio reporting (monthly or annual billing) and the firm’s role as a licensed insurance agency that makes insurance products available via DPL and The Leaders Group, with some representatives licensed to sell insurance or act as registered representatives—relationships disclosed in the brochure and relevant to potential conflicts of interest. The firm also offers cash management programs (FICA/Flourish) and uses specific custodial arrangements (Charles Schwab, Interactive Brokers, Altruist) and third‑party platforms for held‑away account management.
To learn more about the advisors currently working at Chimera Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Seattle, WA
| 12
| |
Pacific Grove, CA
| 11
| |
Renton, WA
| 36
|
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