SourcingSourcing

CHRONOS WEALTH MANAGEMENT, L.L.C.

C43
CRD 299782·SEC 801-116711·CLEARWATER, FL
AUM
$274.0M
$100M-$500M
Est. Revenue
$2.7M
@ 1% on AUM
Est. EBITDA
$822K
@ 30% margin
Est. Deal Value
$6.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CHRONOS WEALTH MANAGEMENT, L.L.C.
CRD
299782
SEC file #
801-116711
EIN
—
DBA names
—

Economics

AUM
$274.0M
AUM band
$100M-$500M
AUM trajectory
'20'26
$143.0M → $274.0M▲ +92%
Client mix
Individuals Other139
Individuals High Net Worth82
Pension Profit Sharing Plans2

Operations

Employees (total)
3
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
3 advisors → 2 advisors▼ -33%
Primary office
CLEARWATER FL
Branches
—

Custodian & Brokerage

Primary custodian
Raymond Jameslow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUM

Filings

Latest ADV filing
02/19/2026
ADV-W filed at
—
Website
chronoswm.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CHAMBERLAIN, WILLIAM, WALLACE
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
CHAMBERLAIN, WILLIAM, WALLACE
CHAMBERLAIN, NICOLE, RENEE
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
CHRONOSWM.COM
Rdap Domain Creation Date
2017-07-27T11:15:21Z
Rdap Firm Age Years
9
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Raymond James4
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-07-27T11:15:21Z
Rdap Domain Last Changed
2025-07-28T11:41:25Z
Rdap Nameservers
Ns51.domaincontrol.comNs52.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
2112038
Trust Company Affiliate
No

People (2)

2
CHAMBERLAIN, WILLIAM, WALLACE
IAR · Direct Owner · 87.5%
2112038
CHAMBERLAIN, NICOLE, RENEE
IAR · Executive Officer · 2.5%
4883977