CHERRYDALE WEALTH MANAGEMENT, LLC
Firm details
- Headquarters
- MONTCLAIR, New Jersey
- CRD number
- 171541
- Registered since
- February 27, 2017
- Website
- www.cherrydalewm.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI99.59%
- Individuals0.41%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Cherrydale Wealth Management, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC since 2017. The firm serves individuals and families and charges fees based on a percentage of assets under management. Its core advisory services are financial planning, portfolio management for individuals and small businesses, and the selection of other advisers, which aligns with its designation as a capital allocator. The firm does not present itself as an active ESG investor and is not registered as a multi-state adviser. Its ownership is listed as individual ownership rather than an institutional or affiliate structure.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds75%
- Exchange Traded Equities22%
- State & Local Bonds2%
- Non-Exchange Traded Equities1%
Contacts
1 of 1JORDAN SZEKELY
Founder and Managing PartnerCRD 5752557
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 33Active vs passive
$294M in ETFs
71%
$207M
29%
$86.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $89.7M | 279,602 | 30.56% |
Location
MONTCLAIR, NJ
ESSEX
Location
MONTCLAIR, NJ
Headquartered in MONTCLAIR, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- ESSEX
- Address
- 28 Valley Rd
- Time zone
- ET (UTC-5)
- Office locations
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