Pacific Grove, CA Office
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Chimera Wealth
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Firm-wide stats for Chimera Wealth
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.
Based on Chimera Wealth
Expertise
Based on Chimera Wealth
Location
Pacific Grove CA
Advisors at this office
2
Advisors at this office
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.
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.
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