# CHF Wealth Management

CHF Wealth Management is a Multi Family Office based in United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 139331
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/139331

## About

CHF Wealth Management, LLC is a state-registered investment adviser in Lafayette, LA. It has 5 employees and 5 investment advisers. The firm provides investment advice to clients.

## Questions

### How does CHF source its alternative investment opportunities?

The firm relies on direct manager relationships rather than intermediary platforms or fund-of-funds products. This approach aims to secure capacity in oversubscribed private funds and deliver terms that reflect the aggregated buying power of its client group.

### Does CHF Wealth Management hold client assets as a custodian?

No. The firm operates an advisory model. Client assets remain with third-party custodians selected during the onboarding process. CHF provides consolidated performance reporting and tax-lot accounting across those external custody relationships.

### How does the firm charge for its services?

The fee structure is not publicly disclosed. Typical multi-family offices of this profile charge a percentage of assets under advisement, sometimes layered with retainer fees for complex estate and tax coordination work.

### What differentiates CHF from a private bank wealth management division?

CHF does not manufacture or distribute proprietary financial products. Its model avoids the balance-sheet incentives present in a private bank, structuring advice around independent manager selection and conflict-free reporting across unaffiliated providers.

## Related profiles

- [Cantillon Capital Management](https://altss.com/profile/cantillon-capital-management-llp)

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

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