C&D Wealth Advisors

Overview

C&D Wealth Advisors is an independent, corporation-structured registered investment adviser operating as an individual-owned practice. The firm provides fee-based portfolio management, charging a percentage of assets under management, and serves both high-net-worth individuals and institutional clients. Its primary advisory work is portfolio management for individuals and small businesses, and its stated investment orientation favors equities over other asset types. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices