Updated:
Chesapeake Wealth Strategies
Chesapeake Wealth Strategies, Inc. is an SEC-registered investment adviser in Baltimore, MD. It has one employee and one investment adviser. The firm is based...
Chesapeake Wealth Strategies
Chesapeake Wealth Strategies, Inc. is an SEC-registered investment adviser in Baltimore, MD. It has one employee and one investment adviser. The firm is based in Maryland.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Baltimore
Corporate office
Baltimore, MD, United States
Sector focus
Frequently asked questions
How does Chesapeake Wealth Strategies generate revenue?
Chesapeake operates as a fee-only registered investment advisor, charging clients a percentage of assets under management rather than earning commissions or transaction fees. This structure is disclosed in its ADV filings (per SEC, public record).
What types of investments does Chesapeake typically use in client portfolios?
The firm allocates across public equities, fixed-income securities, real assets, and alternative investments such as private real estate and limited partnerships (per public record). Asset class weights vary by client risk profile and liquidity needs.
Is Chesapeake Wealth Strategies a single-family office or a multi-family office?
Chesapeake is structured as a multi-family office that serves multiple unrelated high-net-worth families. It does not manage capital for a single founding family (per the firm's RIA registration).
What is the minimum investment threshold to work with Chesapeake?
The firm does not publicly disclose a minimum account size. As a fee-only RIA targeting affluent clients, minimums are likely set on a case-by-case basis.
Where is Chesapeake Wealth Strategies headquartered?
The firm is based in Baltimore, Maryland, and does not operate branch offices (per public record).
Does Chesapeake Wealth Strategies offer in-house tax or estate planning?
Yes, Chesapeake integrates tax strategy and estate planning into its wealth management services, coordinating with clients' outside attorneys and accountants as needed (per the firm's public disclosures).
Who are the key principals at Chesapeake Wealth Strategies?
The names of the founding advisors are not publicly listed in available sources. The firm's SEC filings identify it as a corporate RIA rather than naming individual portfolio managers (per public record).
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: