Cherrydale Wealth Management, LLC

RIASEC Registered

Total AUM

$495M

Discretionary

$495M

100% of AUM

Avg account

$1.6M

Accounts

314

Employees

3

Advisory reps

1

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

FINTRX

Overview

Cherrydale Wealth Management, LLC is an independent, owner-operated RIA focused on serving individual and family clients. The firm is SEC registered (registered in 2017) and charges fees based on a percentage of assets under management. Its core advisory services include financial planning, discretionary portfolio management for individuals and small businesses, and the selection of other advisers. The firm identifies itself as a capital allocator and is not an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds75%
Exchange Traded Equities22%
State & Local Bonds2%
Non-Exchange Traded Equities1%

Owners & executives

Contacts

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 33

Active vs passive

$347M in ETFs

Passive

72%

$250M

Active

27%

$96.4M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
VANGUARD MORNINGSTAR TOTAL STOCK MARKET INDEX FUND (VTI)	Vanguard	Passive	Large Blend	$108M	289,389	31.24%

Unlock additional holdings →

Primary office

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

Similar firms

Bautis Financial, LLC

Montclair, NJ

AUM $197MTEAM 5REPS 2

SFI Advisors, LLC

Montclair, NJ

AUM $176MTEAM 12REPS 4

RMR Wealth Builders, Inc.

Montclair, NJ

AUM $2.9BTEAM 64REPS 56

Manteio Capital LLC

Jersey City, NJ

AUM $493MTEAM 34REPS 6

Scientech Research LLC

Jersey City, NJ

AUM $499MTEAM 25REPS 3

Cypress Financial Planning

Haddon Heights, NJ

AUM $490MTEAM 7REPS 9

More RIAs in Montclair →All New Jersey RIAs →