Overview
Assets Under Management: $407 million
Headquarters: HOBOKEN, NJ
High-Net-Worth Clients: 75
Average Client Assets: $5 million
Frequently Asked Questions
CHERRYDALE WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #171541), CHERRYDALE WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
CHERRYDALE WEALTH MANAGEMENT, LLC is headquartered in HOBOKEN, NJ.
CHERRYDALE WEALTH MANAGEMENT, LLC serves 75 high-net-worth clients according to their SEC filing dated January 28, 2025. View client details ↓
According to their SEC Form ADV, CHERRYDALE WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
CHERRYDALE WEALTH MANAGEMENT, LLC manages $407 million in client assets according to their SEC filing dated January 28, 2025.
According to their SEC Form ADV, CHERRYDALE WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 75
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 99.42
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 279
Discretionary Accounts: 279
Regulatory Filings
CRD Number: 171541
Last Filing Date: 2025-01-28 00:00:00
Website: https://cherrydalewm.com