CHADDS FORD WEALTH PARTNERS, LLC

Overview

Chadds Ford Wealth Partners operates as an independent registered investment adviser focused on serving high-net-worth individuals, families and institutional clients. The firm acts as a capital allocator and as a selector of third‑party managers, combining financial planning and portfolio management services across both individual and business/institutional relationships. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements, which supports both ongoing advisory relationships and project-based planning work. Investment behavior is equity-tilted and exchange-traded instruments form the backbone of client portfolios. The adviser identifies and deploys external managers for alternative strategies and integrates ESG considerations into its investment process. Services emphasize custom portfolio construction, manager selection and implementation rather than a one-size-fits-all model.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices