# Chesapeake Wealth Strategies

Chesapeake Wealth Strategies is a Multi Family Office based in Baltimore, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Baltimore, United States
- **Region:** North America
- **Address:** Baltimore, MD, United States
- **Assets under management:** Undisclosed
- **Website:** chesapeakewealthstrategies.com

## Regulatory record

- **CRD number:** 284097
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/284097

## About

Chesapeake Wealth Strategies, Inc. is a state-registered investment adviser in Baltimore, MD. It has one employee and one investment adviser. The firm is based in Maryland.

## Sectors

- Wealth Management
- Financial Planning

## 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).

### 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).

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Last updated: 2026-07-06T01:24:14.000Z

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