# CHF Wealth Management, LLC

> CHF Wealth Management, LLC is a state-registered investment advisory firm in Lafayette, LA, registered since 2006, with no regulatory assets under management reported in its Form ADV filing dated June 18, 2026.

- CRD: 139331
- Filed as: CHF WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Lafayette, LA
- Filing period: October 2026
- Form ADV filing dated: June 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/139331
- AdvisorCensus page: https://advisorcensus.com/firm/chf-wealth-management-llc-lafayette-la-139331

## Quick answers

**How is CHF Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), CHF Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is CHF Wealth Management, LLC located?**
CHF Wealth Management, LLC's principal office is in Lafayette, LA, according to its Form ADV.

**Is CHF Wealth Management, LLC registered with the SEC or a state?**
CHF Wealth Management, LLC is a state-registered investment advisory firm, registered since 2006. Status as filed: APPROVED. CRD 139331.

**Does CHF Wealth Management, LLC report any disciplinary disclosures?**
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/139331

## From the Form ADV filing

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

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

### Firm details
- Registered since: 2006 (20 years)
- Employees: 5 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. CHF Wealth Management, LLC (CRD 139331): Form ADV filing data as of October 2026.