{
  "crd_number": 337312,
  "slug": "chartwell-family-office-llc-palm-desert-ca-337312",
  "primary_business_name": "CHARTWELL FAMILY OFFICE, LLC",
  "legal_name": "CHARTWELL FAMILY OFFICE, LLC",
  "dbas": [],
  "city": "Palm Desert",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "40140",
  "metro": {
    "cbsa_code": "40140",
    "common_name": "Riverside",
    "msa_name": "Riverside-San Bernardino-Ontario, CA",
    "path": "/advisors/ca/riverside"
  },
  "registration_type": "exempt",
  "registration_status": "ERA - Active",
  "registration_date": "2025-07-01",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2025-07-01",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": null,
  "advisory_employees": null,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [],
  "advisory_activities": [],
  "wrap_fee_participant": null,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/337312",
  "city_as_filed": "PALM DESERT",
  "url": "https://advisorcensus.com/firm/chartwell-family-office-llc-palm-desert-ca-337312",
  "display_name": "Chartwell Family Office, LLC",
  "summary": "Chartwell Family Office, LLC is an exempt reporting adviser in Palm Desert, CA, filing reports since 2025. Exempt reporting advisers do not report regulatory assets under management on Form ADV.",
  "citation": "AdvisorCensus. Chartwell Family Office, LLC (CRD 337312): Form ADV filing data as of October 2026.",
  "registration_type_label": "Exempt reporting adviser",
  "compensation_labels": [],
  "advisory_activity_labels": [],
  "quick_answers": [
    {
      "q": "Where is Chartwell Family Office, LLC located?",
      "a": "Chartwell Family Office, LLC's principal office is in Palm Desert, CA, according to its Form ADV."
    },
    {
      "q": "How does Chartwell Family Office, LLC report to regulators?",
      "a": "Chartwell Family Office, LLC is an exempt reporting adviser, filing reports since 2025. Exempt reporting advisers file a shorter Form ADV. Status as filed: ERA - Active. CRD 337312."
    },
    {
      "q": "Does Chartwell Family Office, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/337312"
    }
  ],
  "filing_history": [
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2025-07-01"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2025-07-01"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/chartwell-family-office-llc-palm-desert-ca-337312.md",
  "clients": [],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": false,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/337312",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}