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Chico Wealth, LLC (Chico)


Chico Wealth, LLC is a large advisory firm based in Chico. It manages $126.21 million of regulatory assets for 524 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdiction of California.

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Chico Wealth provides financial planning services and portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Chico Wealth: assets under management

The assets under management (AUM) of Chico Wealth, LLC is $126.21 million. The company doesn't manage any assets belonging to foreign clients.


The firm manages $121.21 million in discretionary accounts and $5 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $233.99 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $833.33 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Chico Wealth, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Chico

The principal office where Chico Wealth, LLC performs its advisory services is located at 2571 California Park Dr., Ste. 130, Chico, CA 95928, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 530-564-0960 or by fax 530-564-1034. The normal business hours are 7:00 am - 4:00 pm on Monday - Friday. You can find more information about the New York firm at chicowealth.com/.


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