Chancellor Financial Group Wb LP
Chancellor Financial Group Wb LP is an SEC-registered mass-market adviser in Wilkes-Barre, PA with $249.3M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Chancellor Financial Group Wb LP: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 159563, SEC 801-117707, data through 2026-03-16.
- AUM (assets under management / regulatory AUM)
- $249.3M (2026-03-16)
- Firm type
- Mass-Market Adviser
- Location
- Wilkes-Barre, PA
- Employees
- 9
- Clients
- 1,298
- CRD
- 159563
- Ownership
- CASEY, TERRENCE, WINSTON; WINSTON CAPITAL PARTNERS, LP; MIHALICK, CONSTANCE, CATHERINE; WYANDT, STACEY, ALAN; CASEY, MICHAEL, DAVIS
How much AUM does Chancellor Financial Group Wb LP have?
Chancellor Financial Group Wb LP reported $249.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-16).
Who owns Chancellor Financial Group Wb LP?
Disclosed owners and executives of Chancellor Financial Group Wb LP include CASEY, TERRENCE, WINSTON, WINSTON CAPITAL PARTNERS, LP, MIHALICK, CONSTANCE, CATHERINE, WYANDT, STACEY, ALAN, CASEY, MICHAEL, DAVIS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.