{"url":"https://nivawealth.com/firms/raab-and-moskowitz-asset-management-111987","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/111987","regulatoryAum":642869307,"crd":"111987","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"5188925","suffix":null,"lastName":"LUI","firstName":"JOHN","middleName":null},{"crd":"1834279","suffix":null,"lastName":"MCGEOUGH","firstName":"GERARD","middleName":"BRIAN"},{"crd":"1871697","suffix":null,"lastName":"MOSKOWITZ","firstName":"DANIEL","middleName":"HERMAN"},{"crd":"7282409","suffix":null,"lastName":"Moskowitz","firstName":"Robert","middleName":null}],"total":4,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-30","regulatoryAum":385200000,"clients":345,"employees":5,"offices":1},{"filedOn":"2022-04-12","regulatoryAum":440646436,"clients":348,"employees":5,"offices":1},{"filedOn":"2023-03-24","regulatoryAum":411442355,"clients":315,"employees":5,"offices":1},{"filedOn":"2024-02-29","regulatoryAum":506251358,"clients":351,"employees":5,"offices":1},{"filedOn":"2025-07-01","regulatoryAum":601352658,"clients":397,"employees":6,"offices":1},{"filedOn":"2026-03-25","regulatoryAum":642869307,"clients":424,"employees":6,"offices":1}],"secFileNumber":"801-58135","legalName":"Raab & Moskowitz Asset Management LLC","displayName":"Raab & Moskowitz Asset Management","slug":"raab-and-moskowitz-asset-management-111987","website":"https://chathamwealth.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/chatham-wealth-management/?lipi=urn%3Ali%3Apage%3Ad_flagship3_search_srp_all%3Bt4t19UmDRjuv4prg","xUrl":"https://x.com/chathamwealth","founded":"2000","organization":"New Jersey limited liability company","fiscalYearEnd":"December","headquarters":{"street":"10 Townsquare, Suite 100","city":"Chatham","state":"NJ","stateName":"New Jersey","country":"United States","postalCode":"07928"},"tradeNames":[],"registration":{"secApproved":"5 December 2000","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":1515481.8561320754,"staff":{"employees":6,"advisory":4,"brokerDealerReps":0,"insuranceAgents":0,"promoters":1},"aum":{"regulatory":642869307,"discretionary":642869307,"discretionaryAccounts":622,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":46,"regulatoryAum":69931850},{"label":"High-net-worth individuals","clients":378,"regulatoryAum":572632457},{"label":"Charitable organizations","clients":null,"fewerThan5":true,"regulatoryAum":305000}],"feePrograms":[{"role":"main","program":"Portfolio Management","feeBasis":"marginal","fee_tiers":[{"to":2500000,"pct":1,"from":0},{"to":null,"pct":0.6,"from":2500000}],"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025929","versionId":1025929,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-03-25","documentName":"CHATHAM WEALTH MANAGEMENT FORM ADV PART 2 BROCHURE","fee_rate_low":0.6,"fee_rate_high":1,"fee_negotiable":null,"minimum_account":500000,"feeMinimumPeriod":null,"fee_minimum_annual":null}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T06:15:24.125918+00:00","documents":[{"name":"CHATHAM WEALTH MANAGEMENT FORM ADV PART 2 BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025929","versionId":1025929,"submittedOn":"2026-03-25"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Francisco, CA","smaAssets":642869307}],"custodyNote":"Raab & Moskowitz Asset Management has custody of $88.9M in client assets for 82 clients.","leadership":[{"name":"Daniel Moskowitz","title":"Manager/Chief Compliance Officer","crd":"1871697"}],"ownership":[{"label":"Daniel Moskowitz","detail":"Manager/chief compliance officer in the 75% or more ownership band and a control person, since January 2011."},{"label":"Donna D. 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They include 378 high-net-worth individuals and 46 individual clients.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 25 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Raab & Moskowitz Asset Management offer?","answer":"Raab & Moskowitz Asset Management provides financial planning, portfolio management for individuals and small businesses, and retirement plan services.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Raab & Moskowitz Asset Management charge?","answer":"Raab & Moskowitz Asset Management charges 0.60%–1.00% a year for its Portfolio Management. Each asset band is charged at its own rate. The fee is billed in arrears and requires an account of at least $500,000.","source":"CHATHAM WEALTH MANAGEMENT FORM ADV PART 2 BROCHURE, filed 25 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Raab & Moskowitz Asset Management use?","answer":"Raab & Moskowitz Asset Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $643M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Raab & Moskowitz Asset Management have?","answer":"Raab & Moskowitz Asset Management has 4 investment adviser representatives registered with state securities authorities, out of 6 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Raab & Moskowitz Asset Management invest in?","answer":"At the end of its last fiscal year, Raab & Moskowitz Asset Management’s separately managed accounts held 42% exchange-traded equities, 42% registered funds (mutual funds, ETFs, BDCs), 6% cash and equivalents, 4% state and local bonds, 4% investment grade corporate bonds and 2% U.S. government and agency bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Raab & Moskowitz Asset Management have a minimum investment?","answer":"Yes, Raab & Moskowitz Asset Management’s minimum account size for its Portfolio Management is $500K.","source":"CHATHAM WEALTH MANAGEMENT FORM ADV PART 2 BROCHURE, filed 25 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Raab & Moskowitz Asset Management?","answer":"Raab & Moskowitz Asset Management’s direct owners are Daniel Moskowitz (75% or more) and Donna D. Raab Revocable Trust (25% to 50%).","source":"Form ADV Part 1A, Schedules A and B, filed 25 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Raab & Moskowitz Asset Management get paid?","answer":"Raab & Moskowitz Asset Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Raab & Moskowitz Asset Management registered with the SEC?","answer":"Yes, Raab & Moskowitz Asset Management has been registered with the SEC as an investment adviser since 5 December 2000. Its CRD number is 111987 and its SEC file number is 801-58135.","source":"Form ADV Part 1A, Item 1, filed 25 March 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Raab & Moskowitz Asset Management?","answer":"Raab & Moskowitz Asset Management’s main office is at 10 Townsquare, Suite 100, Chatham, NJ 07928. Its phone number is 973-635-4275. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}