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Chisholm Wealth Management
CHISHOLM WEALTH MANAGEMENT is a state-registered investment adviser in BURLESON, TX. The firm manages $71 million in assets. It has 2 employees and 2...
Overview
CHISHOLM WEALTH MANAGEMENT is a state-registered investment adviser in BURLESON, TX. The firm manages $71 million in assets. It has 2 employees and 2 investment advisers.
General information
Firm type
RIA
Frequently asked questions
What is Chisholm Wealth Management's primary business structure?
Chisholm Wealth Management is registered as a state- or SEC-regulated investment adviser under the Investment Advisers Act of 1940 (per SEC public records). The firm does not publicly disclose its current registrant status, whether it serves high-net-worth individuals, institutions, or both, nor any client minimum thresholds.
How does Chisholm Wealth Management charge for its advisory services?
The firm's fee schedule is not publicly available. Typical RIA pricing includes assets-under-management-based fees, flat retainer fees, or hourly charges. Without a Form ADV filing or relationship summary, the fee structure cannot be confirmed (per SEC regulatory requirements).
What types of investment products does Chisholm Wealth Management use?
No information is publicly available regarding the firm's preferred asset classes, use of mutual funds, ETFs, separately managed accounts, alternatives, or direct security selection. The firm's investment philosophy remains undisclosed.
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