AdvisorCensus / Financial advisors / New York / New York / Chatham Wealth Management
Chatham Wealth Management
Filed as CHATHAM WEALTH MANAGEMENT · Legal name Raab & Moskowitz Asset Management LLC
Chatham Wealth Management is an SEC-registered investment advisory firm in Chatham, NJ, registered since 2000, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 25, 2026.
Quick answers
From the filingHow is Chatham Wealth Management compensated?
On its Form ADV (Item 5.E, October 2026), Chatham Wealth Management reports these compensation arrangements: a percentage of assets under its management.
How much does Chatham Wealth Management charge?
Its Form ADV Part 2A brochure dated March 25, 2026 states: Up to $2,500,000: 1% a year; Above $2,500,000: 0.6% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Chatham Wealth Management located?
Chatham Wealth Management's principal office is in Chatham, NJ, according to its Form ADV.
Is Chatham Wealth Management registered with the SEC or a state?
Chatham Wealth Management is an SEC-registered investment advisory firm, registered since 2000. Status as filed: Approved. CRD 111987.
How much does Chatham Wealth Management manage?
Chatham Wealth Management reports $642,869,307 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary).
How have Chatham Wealth Management's assets and staff changed since 2021?
In the Form ADV data for Chatham Wealth Management: Regulatory assets under management: $385,200,000 in the October 2021 data and $642,869,307 in the October 2026 data, up 67%. Total employees: 5 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Chatham Wealth Management serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (378); individuals (other than high net worth individuals) (46).
Which custodians does Chatham Wealth Management use?
Chatham Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Chatham Wealth Management report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/111987
Does Chatham Wealth Management state an account minimum?
Its Form ADV Part 2A brochure dated March 25, 2026 says: "We require a minimum account size of $500,000.00 to open and maintain an advisory account."
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $2,500,000 | 1% |
| Above $2,500,000 | 0.6% |
The brochure's wording
Our fee for portfolio management services is based on a percentage of your assets we manage and is set forth in the following fee schedule: Assets Under Management Annual Fee First $2.5 million 1.00% (i.e., 100 basis points) Any amount above $2.5 million 0.60% (i.e., 60 basis points)
Account minimum: $500,000
The brochure's wording
We require a minimum account size of $500,000.00 to open and maintain an advisory account.
As stated in the firm's Form ADV Part 2A brochure dated March 25, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$642,869,307 as of October 2026, filing dated March 25, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Legal name
- Raab & Moskowitz Asset Management LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2000 (25 years)
- Employees
- Total: 6. Performing investment advisory functions: 4.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
12 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $642,869,307 | 6 | March 25, 2026 |
| October 2025 | $601,352,658 | 6 | July 1, 2025 |
| October 2024 | $506,251,358 | 5 | February 29, 2024 |
| October 2023 | $411,442,355 | 5 | March 24, 2023 |
| October 2022 | $440,646,436 | 5 | April 12, 2022 |
| October 2021 | $385,200,000 | 5 | March 30, 2021 |
Regulatory assets under management: $385,200,000 in the October 2021 data and $642,869,307 in the October 2026 data, up 67%.
Total employees: 5 in October 2021 and 6 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 monthsNo changes to these filed facts in the last 12 months of filing data.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Chatham Wealth Management (CRD 111987): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/chatham-wealth-management-chatham-nj-111987