CHATHAM WEALTH MANAGEMENT
RAAB & MOSKOWITZ ASSET MANAGEMENT LLC Legal Name
Adviser information for CHATHAM WEALTH MANAGEMENT last updated from Form ADV on February 29th, 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 | New Jersey, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 1 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 351 | $506.3M |
| Non-Discretionary | 0 | $0 |
| Total | 351 | $506.3M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 147 | $91.1M |
| HNW Individuals | 204 | $415.1M |
| 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 | 1 |
| No. of Financial Planning Clients | 51-100 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUM |
Principal Office
10 TOWNSQUARESUITE 100
CHATHAM
NJ
United States
Monday - Friday, 9:00 AM. TO 5:00 P.M.
Tel: 973-635-4275, Fax: 973-635-5591
Websites
Chief Compliance Officer
DANIEL H. MOSKOWITZ
MEMBER
10 TOWNSQUARE
SUITE 100
CHATHAM
NJ
United States
Tel:
973-635-4275
Fax:
(973) 635-5591
D**@****************M
(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 |
|---|---|---|---|---|---|
| MOSKOWITZ, DANIEL, HERMAN | Individual | – | MANAGER/CHIEF COMPLIANCE OFFICER | 01/2011 | > 75% |
| DONNA D. RAAB REVOCABLE TRUST | Domestic Entity | – | MEMBER | 10/2016 | 25-50% |
| Raab, Donna, Theresa | Individual | DONNA D. RAAB REVOCABLE TRUST | TRUSTEE | 10/2016 |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 15th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| 3M CO | COM | 246K | 2K | – |
| ABBOTT LABS | COM | 2M | 16K | – |
| ABBVIE INC | COM | 5M | 26K | – |
| ACCENTURE PLC IRELAND | SHS CLASS A | 327K | 1K | – |
| ADVANCED MICRO DEVICES INC | COM | 2M | 11K | – |
| ALLSTATE CORP | COM | 204K | 1K | – |
| ALPHABET INC | CAP STK CL C | 1M | 6K | – |
| ALPHABET INC | CAP STK CL A | 7M | 40K | – |
| ALPS ETF TR | ALERIAN MLP | 828K | 17K | – |
| ALTRIA GROUP INC | COM | 608K | 13K | – |
| AMAZON COM INC | COM | 7M | 36K | – |
| AMERICAN EXPRESS CO | COM | 2M | 7K | – |
| AMGEN INC | COM | 289K | 924 | – |
| APPLE INC | COM | 19M | 89K | – |
| ASML HOLDING N V | N Y REGISTRY SHS | 618K | 604 | – |
| AT&T INC | COM | 307K | 16K | – |
| AUTODESK INC | COM | 1M | 5K | – |
| BANK AMERICA CORP | COM | 3M | 77K | – |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 11M | 27K | – |
| BIOMARIN PHARMACEUTICAL INC | NOTE 1.250% 5/1 | 29K | – | – |
| BOEING CO | COM | 2M | 11K | – |
| BRISTOL-MYERS SQUIBB CO | COM | 813K | 20K | – |
| BROADCOM INC | COM | 2M | 1K | – |
| CATERPILLAR INC | COM | 581K | 2K | – |
| CHENIERE ENERGY INC | COM NEW | 201K | 1K | – |
| CHEVRON CORP NEW | COM | 3M | 17K | – |
| CISCO SYS INC | COM | 427K | 9K | – |
| COCA COLA CO | COM | 3M | 43K | – |
| COMCAST CORP NEW | CL A | 1M | 28K | – |
| CONSOLIDATED EDISON INC | COM | 398K | 4K | – |
| CONSTELLATION BRANDS INC | CL A | 731K | 3K | – |
| COSTCO WHSL CORP NEW | COM | 12M | 14K | – |
| CSX CORP | COM | 1M | 37K | – |
| CVS HEALTH CORP | COM | 714K | 12K | – |
| DEERE & CO | COM | 257K | 688 | – |
| DISNEY WALT CO | COM | 2M | 18K | – |
| DUKE ENERGY CORP NEW | COM NEW | 249K | 2K | – |
| ELI LILLY & CO | COM | 1M | 1K | – |
| ETF SER SOLUTIONS | US GLB JETS | 228K | 12K | – |
| EXXON MOBIL CORP | COM | 3M | 23K | – |
| FIRST TR EXCHANGE TRAD FD VI | FST TR GLB FD | 2M | 64K | – |
| FIRST TR EXCHANGE-TRADED FD | FT VEST S&P 500 | 2M | 47K | – |
| FIRST TR EXCHANGE-TRADED FD | FST LOW OPPT EFT | 514K | 11K | – |
| FIRST TR EXCHANGE-TRADED FD | WTR ETF | 3M | 33K | – |
| FIRST TR EXCHANGE-TRADED FD | FT VEST RIS | 479K | 21K | – |
| FLEXSHARES TR | FLEXSHARES ULTRA | 647K | 9K | – |
| FREEPORT-MCMORAN INC | CL B | 351K | 7K | – |
| GILEAD SCIENCES INC | COM | 295K | 4K | – |
| GOLDMAN SACHS GROUP INC | COM | 479K | 1K | – |
| HOME DEPOT INC | COM | 3M | 9K | – |
| HONEYWELL INTL INC | COM | 2M | 11K | – |
| INTERCONTINENTAL EXCHANGE IN | COM | 634K | 5K | – |
| INTERNATIONAL BUSINESS MACHS | COM | 277K | 2K | – |
| INVESCO EXCH TRADED FD TR II | SOLAR ETF | 217K | 5K | – |
| INVESCO EXCHANGE TRADED FD T | WATER RES ETF | 4M | 60K | – |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 8M | 49K | – |
| INVESCO QQQ TR | UNIT SER 1 | 3M | 6K | – |
| IQIYI INC | NOTE 4.000%12/1 | 30K | – | – |
| ISHARES INC | MSCI MEXICO ETF | 2M | 27K | – |
| ISHARES INC | MSCI JPN ETF NEW | 1M | 22K | – |
| ISHARES TR | U.S. PHARMA ETF | 305K | 5K | – |
| ISHARES TR | RUSSELL 2000 ETF | 502K | 2K | – |
| ISHARES TR | SELECT DIVID ETF | 5M | 43K | – |
| ISHARES TR | PFD AND INCM SEC | 680K | 22K | – |
| ISHARES TR | CORE DIV GRWTH | 705K | 12K | – |
| ISHARES TR | S&P 500 GRWT ETF | 440K | 5K | – |
| ISHARES TR | MSCI USA QLT FCT | 1M | 7K | – |
| ISHARES TR | MSCI INDIA ETF | 982K | 18K | – |
| ISHARES TR | CORE S&P TTL STK | 227K | 2K | – |
| ISHARES TR | RUS 1000 GRW ETF | 2M | 4K | – |
| ISHARES TR | US AER DEF ETF | 1M | 9K | – |
| ISHARES TR | CORE US AGGBD ET | 216K | 2K | – |
| ISHARES TR | CORE S&P500 ETF | 4M | 8K | – |
| ISHARES TR | 1 3 YR TREAS BD | 552K | 7K | – |
| ISHARES TR | S&P 500 VAL ETF | 203K | 1K | – |
| JOHNSON & JOHNSON | COM | 4M | 29K | – |
| JPMORGAN CHASE & CO. | COM | 3M | 17K | – |
| KELLANOVA | COM | 377K | 7K | – |
| L3HARRIS TECHNOLOGIES INC | COM | 563K | 3K | – |
| LIVE NATION ENTERTAINMENT IN | COM | 2M | 19K | – |
| LOCKHEED MARTIN CORP | COM | 767K | 2K | – |
| MARRIOTT INTL INC NEW | CL A | 3M | 14K | – |
| MASTERCARD INCORPORATED | CL A | 608K | 1K | – |
| MCCORMICK & CO INC | COM NON VTG | 225K | 3K | – |
| MCDONALDS CORP | COM | 3M | 11K | – |
| MERCK & CO INC | COM | 6M | 47K | – |
| META PLATFORMS INC | CL A | 263K | 522 | – |
| MICROSOFT CORP | COM | 15M | 34K | – |
| MONDELEZ INTL INC | CL A | 2M | 26K | – |
| MORGAN STANLEY | COM NEW | 344K | 4K | – |
| NETFLIX INC | COM | 716K | 1K | – |
| NEXTERA ENERGY INC | COM | 923K | 13K | – |
| NIKE INC | CL B | 1M | 15K | – |
| NORFOLK SOUTHN CORP | COM | 367K | 2K | – |
| NUCOR CORP | COM | 551K | 3K | – |
| NVIDIA CORPORATION | COM | 864K | 7K | – |
| ORACLE CORP | COM | 315K | 2K | – |
| PEPSICO INC | COM | 6M | 38K | – |
| PFIZER INC | COM | 7M | 239K | – |
| PGIM ETF TR | PGIM ULTRA SH BD | 3M | 56K | – |
| PHILIP MORRIS INTL INC | COM | 2M | 16K | – |
| PNC FINL SVCS GROUP INC | COM | 2M | 14K | – |
| PROCTER AND GAMBLE CO | COM | 2M | 13K | – |
| PROSHARES TR | S&P 500 DV ARIST | 350K | 4K | – |
| PRUDENTIAL FINL INC | COM | 744K | 6K | – |
| PUBLIC SVC ENTERPRISE GRP IN | COM | 2M | 21K | – |
| QUALCOMM INC | COM | 773K | 4K | – |
| QUANTA SVCS INC | COM | 6M | 24K | – |
| QUEST DIAGNOSTICS INC | COM | 338K | 2K | – |
| RTX CORPORATION | COM | 732K | 7K | – |
| SALESFORCE INC | COM | 1M | 5K | – |
| SANOFI | SPONSORED ADR | 434K | 9K | – |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 2M | 23K | – |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | 695K | 7K | – |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 358K | 2K | – |
| SELECT SECTOR SPDR TR | ENERGY | 292K | 3K | – |
| SELECT SECTOR SPDR TR | FINANCIAL | 391K | 10K | – |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 1M | 6K | – |
| SHELL PLC | SPON ADS | 483K | 7K | – |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | 1M | 3K | – |
| SPDR S&P 500 ETF TR | TR UNIT | 3M | 6K | – |
| SPDR SER TR | PRTFLO S&P500 VL | 3M | 63K | – |
| SPDR SER TR | PORTFOLIO SH TSR | 376K | 13K | – |
| SPDR SER TR | PRTFLO S&P500 GW | 2M | 25K | – |
| SPDR SER TR | PORTFOLIO S&P500 | 2M | 28K | – |
| SPDR SER TR | PORTFOLI S&P1500 | 2M | 32K | – |
| SPDR SER TR | PRTFLO S&P500 HI | 526K | 13K | – |
| SPDR SER TR | S&P DIVID ETF | 1M | 9K | – |
| STARBUCKS CORP | COM | 594K | 8K | – |
| TARGET CORP | COM | 383K | 3K | – |
| TE CONNECTIVITY LTD | SHS | 307K | 2K | – |
| TESLA INC | COM | 229K | 1K | – |
| TJX COS INC NEW | COM | 11M | 102K | – |
| UNILEVER PLC | SPON ADR NEW | 789K | 14K | – |
| UNION PAC CORP | COM | 522K | 2K | – |
| UNITED PARCEL SERVICE INC | CL B | 682K | 5K | – |
| UNITEDHEALTH GROUP INC | COM | 4M | 8K | – |
| VANECK ETF TRUST | SEMICONDUCTR ETF | 201K | 772 | – |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 772K | 9K | – |
| VANGUARD INDEX FDS | VALUE ETF | 8M | 53K | – |
| VANGUARD INDEX FDS | TOTAL STK MKT | 18M | 68K | – |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 2M | 4K | – |
| VANGUARD INDEX FDS | MID CAP ETF | 261K | 1K | – |
| VANGUARD INDEX FDS | GROWTH ETF | 4M | 10K | – |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 354K | 4K | – |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 387K | 5K | – |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 953K | 16K | – |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 7M | 37K | – |
| VANGUARD STAR FDS | VG TL INTL STK F | 933K | 15K | – |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 7M | 62K | – |
| VANGUARD WORLD FD | ENERGY ETF | 685K | 5K | – |
| VANGUARD WORLD FD | CONSUM STP ETF | 471K | 2K | – |
| VANGUARD WORLD FD | INDUSTRIAL ETF | 412K | 2K | – |
| VANGUARD WORLD FD | FINANCIALS ETF | 2M | 18K | – |
| VANGUARD WORLD FD | HEALTH CAR ETF | 3M | 11K | – |
| VANGUARD WORLD FD | INF TECH ETF | 6M | 10K | – |
| VANGUARD WORLD FD | CONSUM DIS ETF | 267K | 854 | – |
| VANGUARD WORLD FD | MEGA GRWTH IND | 17M | 53K | – |
| VANGUARD WORLD FD | UTILITIES ETF | 1M | 10K | – |
| VANGUARD WORLD FD | MEGA CAP VAL ETF | 604K | 5K | – |
| VERIZON COMMUNICATIONS INC | COM | 2M | 60K | – |
| VERTEX PHARMACEUTICALS INC | COM | 837K | 2K | – |
| VISA INC | COM CL A | 3M | 10K | – |
| WALMART INC | COM | 6M | 95K | – |
| WASTE MGMT INC DEL | COM | 3M | 13K | – |
| WISDOMTREE TR | GLB US QTLY DIV | 400K | 10K | – |
| WISDOMTREE TR | US QTLY DIV GRT | 1M | 19K | – |