CHAI WEALTH MANAGEMENT LLC
Adviser information for CHAI WEALTH MANAGEMENT LLC last updated from Form ADV on July 10th, 2023. 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 |
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Fiscal Year End | DECEMBER |
Legal Location | Tennessee, United States |
Employees
Total Number of Employees | 1 |
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Investment Advisory/Research | 1 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 1 |
Licensed Agents of an Insurance Company | 1 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
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Type | Accounts | RAUM |
---|---|---|
Discretionary | 0 | $0 |
Non-Discretionary | 0 | $0 |
Total | 0 | $0 |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 0 | $0 |
HNW Individuals | 0 | $0 |
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 | 0 | $0 |
Charitable organizations | 0 | $0 |
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 | 0 | $0 |
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 businessesSelection of other advisers (including private fund managers) |
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Compensation | % of AUMHourly charges |
Wrap Fee Program
Offers Wrap Fee Program | Yes |
---|
Acting As | RAUM |
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Sponsor | 0 |
Portfolio Manager | 0 |
Both for Same | 0 |
Identifiers
SEC RIA File Number | 801-128119 |
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SEC ERA File Number | 801-128119 |
SEC CIK Numbers | None |
SEC CRD Numbers | 326683 |
Legal Entity Identifier | None |
Principal Office
1661 INTERNATIONAL DRIVESUITE 400
MEMPHIS
TN
United States
BY APPOINTMENT ONLY, BY APPOINTMENT ONLY
Tel: 901-754-2212, Fax: None
Chief Compliance Officer
LAWSON ARNEY
901-754-2212
MEMPHIS
TN
United States
Tel:
901-754-2212
L***********@********M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
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None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
ARNEY, LAWSON, STARR | Individual | – | CCO | 04/2023 | < 5% |
THE ARNEY FAMILY LP | Domestic Entity | – | OWNER | 04/2023 | > 75% |
ARNEY, LAWSON, STARR | Individual | THE ARNEY FAMILY LP | GENERAL PARTNER | 04/2023 | |
ARNEY, LAWSON, STARR | Individual | THE ARNEY FAMILY LP | LIMITED PARTNER | 04/2023 | 50-75% |