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Chilmark Wealth Management LLC CRD 335044
$88.7M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Concord, MA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-06-17 |
| MA | RA | APPROVED | 2025-05-02 |
| NJ | RA | APPROVED | 2025-05-02 |
| NY | RA | APPROVED | 2025-05-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aew Capital Management | Boston | MA | 07/2016 | 10/2018 |
| Mll Capital | Boston | MA | 10/2018 | 02/2020 |
| Skanska | Boston | MA | 02/2020 | 09/2025 |
| Chilmark Wealth Management Llc | Concord | MA | 09/2024 | Present |
Chilmark and Kyle McDevitt also provide Tax Preparation Services. From time to time, advice or products from those activities may be offered to clients and clients should be aware that these services involve a conflict of interest. Chilmark always acts in the best interest of the client and clients always have the right to decide whether or not to utilize the services. Approximately 75% of time is spent on this activity during tax season (January through April).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-26 |
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