# Chatham Wealth Management

> 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.

- CRD: 111987
- Filed as: CHATHAM WEALTH MANAGEMENT
- Legal name: Raab & Moskowitz Asset Management LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Chatham, NJ
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/111987
- AdvisorCensus page: https://advisorcensus.com/firm/chatham-wealth-management-chatham-nj-111987

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 25, 2026)

- Up to $2,500,000: 1% a year
- Above $2,500,000: 0.6% a year

> 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

> We require a minimum account size of $500,000.00 to open and maintain an advisory account.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $642,869,307
- Discretionary: $642,869,307
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 46 | $69,931,850 |
| High net worth individuals | 378 | $572,632,457 |
| Charitable organizations | Fewer than 5 | $305,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2000 (25 years)
- Employees: 6 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, DE, FL, NC, NH, NJ, NY, OR, PA, SC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [chathamwealth.com](https://chathamwealth.com)
- Facebook @chathamwm
- Instagram @chathamwealthmanagement
- LinkedIn @chatham-wealth-management
- X @chathamwealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $385,200,000 | 5 | March 30, 2021 |
| October 2022 | $440,646,436 | 5 | April 12, 2022 |
| October 2023 | $411,442,355 | 5 | March 24, 2023 |
| October 2024 | $506,251,358 | 5 | February 29, 2024 |
| October 2025 | $601,352,658 | 6 | July 1, 2025 |
| October 2026 | $642,869,307 | 6 | March 25, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Chatham Wealth Management (CRD 111987): Form ADV filing data as of October 2026.