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Cherrydale Wealth Management, LLC

● SEC registered since 2017CRD 171541SEC# 801-110057Montclair, NJ
Export (members)
Reg. AUM
$495.5M
Employees
3
Accounts
314
Location
Montclair, NJ

Cherrydale Wealth Management, LLC assets under management

Cherrydale Wealth Management, LLC is an investment advisory firm registered with the SEC based in Montclair, NJ. The firm has been registered since 2017. It reports $495.5 million in regulatory assets under management and employs 3 people.
www.cherrydalewm.comView on SEC.gov ↗

Cherrydale Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Jordan Ian Szekely ControlChief Compliance Officer & Managing MemberOver 75%2014

Frequently asked questions

How much does Cherrydale Wealth Management, LLC manage?

Cherrydale Wealth Management, LLC reports $495.5 million in regulatory assets under management on its Form ADV.

How many employees does Cherrydale Wealth Management, LLC have?

Cherrydale Wealth Management, LLC reports 3 employees.

Where is Cherrydale Wealth Management, LLC located?

Cherrydale Wealth Management, LLC is based in Montclair, NJ and has been SEC-registered since 2017.

Does Cherrydale Wealth Management, LLC disclose fund performance?

Cherrydale Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address28 Valley Road, Suite 1, Montclair, NJ 07042
Phone(917) 838-7507
Office hours9:00a.m. To 5:00p.m.
SEC regionNew York Regional Office (NYRO)
CIK1907327
Discloses disciplinary historyNo

Assets under management

Discretionary$495.5M
Non-discretionary$0
Total (RAUM)$495.5M