# Chatterton & Associates

Chatterton & Associates is a Bank / Wealth / Trust based in Anaheim, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Anaheim, United States
- **Region:** North America
- **Address:** 3061 E. La Palma Avenue, Anaheim, CA 92806, United States
- **Assets under management:** Undisclosed
- **Website:** chattertoninc.com
- **LinkedIn:** https://www.linkedin.com/company/chatterton-associates

## Regulatory record

- **CRD number:** 132295
- **SEC file number:** 801-63394
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/132295

## About

Wealth, Tax, Estate, and Business Solutions professionals ready to help you take control of your financial future. | ​​Your choice of the right financial professional is not a simple one. It may also be the most significant investment decision you will make in your lifetime.

## Questions

### How does Chatterton & Associates structure its client advisory relationships?

The firm delivers coordinated planning that combines CFP®-led wealth management with in-house tax preparation and estate-law support. Clients receive a unified advisory team covering personal financial planning, year-round tax strategy, and estate design, with a separate track for business owners preparing for an eventual exit.

### Who runs Chatterton & Associates?

The firm does not publicly name its principals, investment committee members, or lead advisors. No executive leadership is listed on its website, and the firm does not maintain a LinkedIn page from which organizational leadership can be confirmed.

### What is the firm's known scale or assets under advisement?

Chatterton & Associates does not publish a figure for assets under advisement, regulatory assets under management, or total client households. Without a public ADV filing, third-party estimate, or firm disclosure, the scale of its advisory book remains undetermined.

### What geographic market does Chatterton & Associates serve?

The firm operates from a single office at 3061 E. La Palma Avenue in Anaheim, California. Its marketing materials target the Orange County community, and it does not list additional locations or describe any out-of-state advisory relationships.

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Last updated: 2026-06-03T20:00:00.000Z

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