The CHALICE WEALTH ADVISORS is a privately held investment adviser that advises $3.8Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. CHALICE WEALTH ADVISORS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 550.63% over the last 5-years.
The Group has been registered with the SEC for 9.17 years and is comprised of 2 filing and 0 relying advisers. They operate out of 37 office locations with their Headquarters at 11440 W. BERNARDO COURT SUITE 300, SAN DIEGO, NEW YORK. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 90 employees comprised of 78 investment and 12 non-investment staff. The total number of Employees increased by 200% over the last 5-years.
Their $3.8Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 166 other accounts. Assets of High Net Worth Individuals clients own $2.11Bn or 55.39% of Total Assets and Individuals own $1.58Bn or 41.45% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 6 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees and management fees.
CHALICE WEALTH ADVISORS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.