Hedge Fund Database

TRAVERSO CHAMBERS PRIVATE WEALTH MANAGEMENT, LLC

Adviser information for TRAVERSO CHAMBERS PRIVATE WEALTH MANAGEMENT, LLC last updated from Form ADV on January 24th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location California, United States

Employees

Total Number of Employees 6
Investment Advisory/Research 4
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 4
Licensed Agents of an Insurance Company 2
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 1,052 $552.1M
Non-Discretionary 3 $1.0M
Total 1,055 $553.1M

Clients

Type Number RAUM
Individuals 165 $42.7M
HNW Individuals 214 $465.8M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 7 $4.5M
Charitable organizations 6 $7.3M
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 14 $32.8M
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 0

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)
Compensation % of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number 801-112813
SEC ERA File Number 801-112813
SEC CIK Numbers 1767346
SEC CRD Numbers 294019
Legal Entity Identifier None

Principal Office

917 MENDOCINO AVE
SANTA ROSA
CA
United States
Monday - Friday, 7:30AM-4:30PM
Tel: 707-523-1111, Fax: None

Websites

www.traversochambers.com/

Chief Compliance Officer

AUDRA NAY
CHIEF OPERATING OFFICER
917 MENDOCINO AVE
SANTA ROSA
CA
United States
Tel: (707) 523-1111
(Full email address available in API data)

Regulatory Contact

TIM CHAMBERS
MANAGING MEMBER
917 MENDOCINO AVE
SANTA ROSA
CA
United States
Tel: (707) 523-1111
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
TRAVERSO, MARC, ANTHONY Individual – MANAGING MEMBER 03/2018 50-75%
CHAMBERS, TIMOTHY, ALLEN Individual – MANAGING MEMBER 03/2018 50-75%
NAY, AUDRA, CHRISTINE Individual – CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER 03/2018 < 5%

No. Employees, Historic

10502020202120222023202420255 on 3/2/20205 on 3/9/20205 on 6/10/20205 on 6/17/20205 on 6/29/20205 on 7/7/20205 on 7/20/20205 on 8/14/20205 on 3/18/20215 on 4/19/20215 on 4/21/20215 on 5/25/20215 on 9/24/20216 on 3/2/20226 on 3/3/20226 on 4/26/20226 on 5/20/20226 on 2/15/20236 on 10/12/20236 on 1/24/2024

RAUM, Historic

600M300M0202020212022202320242025362514000 on 3/2/2020362514000 on 3/9/2020362514000 on 6/10/2020362514000 on 6/17/2020362514000 on 6/29/2020362514000 on 7/7/2020362514000 on 7/20/2020362514000 on 8/14/2020392302815 on 3/18/2021392302815 on 4/19/2021392302815 on 4/21/2021392302815 on 5/25/2021392302815 on 9/24/2021468916711 on 3/2/2022468916711 on 3/3/2022468916711 on 4/26/2022468916711 on 5/20/2022452279220 on 2/15/2023452279220 on 10/12/2023553105885 on 1/24/2024

No. Clients, Historic

5002500202020212022202320242025318 on 3/2/2020318 on 3/9/2020318 on 6/10/2020318 on 6/17/2020318 on 6/29/2020318 on 7/7/2020318 on 7/20/2020318 on 8/14/2020333 on 3/18/2021333 on 4/19/2021333 on 4/21/2021333 on 5/25/2021333 on 9/24/2021352 on 3/2/2022352 on 3/3/2022352 on 4/26/2022352 on 5/20/2022376 on 2/15/2023376 on 10/12/2023406 on 1/24/2024

Holdings

From latest 13F, filed January 8th, 2024 for period ending December 31st, 2023
Name Class Value $USD # Shares Private Fund
3M CO COM 312K 3K –
ALLSTATE CORP COM 281K 2K –
ALPHABET INC CAP STK CL A 1000K 7K –
ALPHABET INC CAP STK CL C 364K 3K –
ALTRIA GROUP INC COM 1M 33K –
AMAZON COM INC COM 3M 20K –
AMERICAN CENTY ETF TR US SML CP VALU 8M 91K –
AMERICAN EXPRESS CO COM 2M 13K –
AMERIPRISE FINL INC COM 472K 1K –
AMGEN INC COM 757K 3K –
APPLE INC COM 9M 48K –
AT&T INC COM 205K 12K –
BANK AMERICA CORP COM 221K 7K –
BANK NEW YORK MELLON CORP COM 349K 7K –
BARCLAYS BANK PLC DJUBS CMDT ETN36 204K 7K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 388K 1K –
BLACKROCK INC COM 614K 756 –
BLACKSTONE INC COM 2M 13K –
BOEING CO COM 507K 2K –
BOOKING HOLDINGS INC COM 252K 71 –
CARRIER GLOBAL CORPORATION COM 410K 7K –
CATERPILLAR INC COM 620K 2K –
CHEVRON CORP NEW COM 2M 11K –
CISCO SYS INC COM 984K 19K –
CLOROX CO DEL COM 531K 4K –
COMCAST CORP NEW CL A 330K 8K –
COSTCO WHSL CORP NEW COM 956K 1K –
DIMENSIONAL ETF TRUST INTL CORE EQT MK 10M 345K –
DIMENSIONAL ETF TRUST US SMALL CAP ETF 8M 136K –
DISNEY WALT CO COM 216K 2K –
ELI LILLY & CO COM 398K 683 –
EXXON MOBIL CORP COM 4M 44K –
FLEXSHARES TR MORNSTAR UPSTR 6M 151K –
FRONTIER COMMUNICATIONS PARE COM 205K 8K –
GENERAL ELECTRIC CO COM NEW 256K 2K –
GENERAL MLS INC COM 1M 16K –
GSK PLC SPONSORED ADR 618K 17K –
HOME DEPOT INC COM 1M 3K –
HP INC COM 273K 9K –
INTEL CORP COM 1M 23K –
INTERNATIONAL BUSINESS MACHS COM 1M 8K –
INTUITIVE SURGICAL INC COM NEW 216K 639 –
INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD 8M 597K –
INVESCO EXCH TRADED FD TR II PFD ETF 7M 577K –
INVESCO QQQ TR UNIT SER 1 21M 51K –
ISHARES TR 1 3 YR TREAS BD 2M 22K –
ISHARES TR 10-20 YR TRS ETF 23M 212K –
ISHARES TR 7-10 YR TRSY BD 519K 5K –
ISHARES TR CALIF MUN BD ETF 1M 21K –
ISHARES TR CORE S&P SCP ETF 3M 28K –
ISHARES TR CORE S&P500 ETF 3M 6K –
ISHARES TR CORE US AGGBD ET 5M 51K –
ISHARES TR MSCI EAFE ETF 565K 8K –
ISHARES TR MSCI EAFE MIN VL 402K 6K –
ISHARES TR MSCI EMG MKT ETF 622K 15K –
ISHARES TR NATIONAL MUN ETF 356K 3K –
ISHARES TR PFD AND INCM SEC 8M 259K –
ISHARES TR RUS 1000 ETF 295K 1K –
ISHARES TR RUS 1000 GRW ETF 2M 7K –
ISHARES TR RUS 1000 VAL ETF 6M 39K –
ISHARES TR RUSSELL 2000 ETF 11M 54K –
JOBY AVIATION INC COMMON STOCK 78K 12K –
JOHNSON & JOHNSON COM 1M 10K –
JPMORGAN CHASE & CO COM 2M 10K –
KIMBERLY-CLARK CORP COM 685K 6K –
KRAFT HEINZ CO COM 290K 8K –
MCDONALDS CORP COM 266K 897 –
MERCK & CO INC COM 469K 4K –
META PLATFORMS INC CL A 441K 1K –
MICROSOFT CORP COM 3M 9K –
MONDELEZ INTL INC CL A 2M 25K –
MORGAN STANLEY COM NEW 204K 2K –
NORFOLK SOUTHN CORP COM 1M 6K –
NVIDIA CORPORATION COM 360K 726 –
OTIS WORLDWIDE CORP COM 366K 4K –
PEPSICO INC COM 332K 2K –
PFIZER INC COM 939K 33K –
PHILIP MORRIS INTL INC COM 2M 20K –
PNC FINL SVCS GROUP INC COM 546K 4K –
PROCTER AND GAMBLE CO COM 7M 49K –
QUALCOMM INC COM 918K 6K –
ROCKWELL AUTOMATION INC COM 377K 1K –
RTX CORPORATION COM 764K 9K –
SALESFORCE INC COM 282K 1K –
SCHWAB STRATEGIC TR INTL EQTY ETF 18M 492K –
SCHWAB STRATEGIC TR SHT TM US TRES 19M 396K –
SCHWAB STRATEGIC TR US LCAP VA ETF 13M 190K –
SELECT SECTOR SPDR TR ENERGY 2M 18K –
SOUTHERN CO COM 771K 11K –
SPDR DOW JONES INDL AVERAGE UT SER 1 370K 983 –
SPDR GOLD TR GOLD SHS 353K 2K –
SPDR INDEX SHS FDS S&P INTL ETF 210K 6K –
SPDR S&P 500 ETF TR TR UNIT 40M 83K –
SPDR SER TR BLOOMBERG 1-3 MO 354K 4K –
SPDR SER TR NUVEEN BLMBRG SH 411K 9K –
SPDR SER TR PORTFOLIO AGRGTE 29M 1M –
SPDR SER TR PORTFOLIO S&P600 381K 9K –
SPDR SER TR PRTFLO S&P500 HI 947K 24K –
SPDR SER TR S&P DIVID ETF 491K 4K –
STARBUCKS CORP COM 250K 3K –
SUMMIT ST BK SANTA ROSA CALI COM 1M 88K –
T ROWE PRICE ETF INC ULTRA SHRT TRM 2M 41K –
UNILEVER PLC SPON ADR NEW 507K 10K –
UNITED PARCEL SERVICE INC CL B 482K 3K –
UNITEDHEALTH GROUP INC COM 237K 450 –
VANGUARD INDEX FDS GROWTH ETF 14M 46K –
VANGUARD INDEX FDS MID CAP ETF 405K 2K –
VANGUARD INDEX FDS S&P 500 ETF SHS 272K 622 –
VANGUARD INDEX FDS SMALL CP ETF 1M 5K –
VANGUARD INDEX FDS VALUE ETF 5M 34K –
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 6M 105K –
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 1M 30K –
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 28M 484K –
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 277K 4K –
VANGUARD STAR FDS VG TL INTL STK F 1M 19K –
VANGUARD WORLD FDS FINANCIALS ETF 304K 3K –
VERIZON COMMUNICATIONS INC COM 922K 24K –
VISA INC COM CL A 852K 3K –
WASTE MGMT INC DEL COM 389K 2K –
WELLS FARGO CO NEW COM 1M 24K –
WILLIAMS SONOMA INC COM 203K 1K –
WISDOMTREE TR US AI ENHANCED 2M 16K –
WISDOMTREE TR US LARGECAP DIVD 17M 255K –