John Lui
Investment adviser representative at Chatham Wealth Management
16 yearsExperience
1 stateRegistered in
$642.9MFirm assets
25 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Alpha Solutions Investment AdvisorsMar 2011 to now
- Chatham Wealth ManagementJun 2010 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Chatham Wealth Management
Legal name: Raab & Moskowitz Asset Management LLC
$642.9MAssets managed
424Clients
4Advisers
25 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5188925
- Firm CRD
- 111987