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Chitwood Lindberg Wealth Management (Birmingham)


Chitwood Lindberg Wealth Management is an adviser based in Birmingham. It manages $17.75 million of regulatory assets for 195 client accounts. It has been registered with the SEC as an adviser since 2009.

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Chitwood Lindberg Wealth Management provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Chitwood Lindberg Wealth Management: assets under management

The assets under management (AUM) of Chitwood Lindberg Wealth Management is $17.75 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -78% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $17.75 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $91 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Chitwood Lindberg Wealth Management for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Birmingham

The principal office where Chitwood Lindberg Wealth Management performs its advisory services is located at 4956 Valleydale Road, Birmingham, AL 35242, 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 205-991-8484 or by fax 205-981-7441. The normal business hours are 8:30am to 5:00pm on Monday - Friday. You can find more information about the New York firm at www.clwmco.com.


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