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, owner-operated registered investment adviser that began SEC registration in 2017. The firm serves individual and family clients and charges fees as a percentage of assets under management. Its advisory scope centers on financial planning, discretionary portfolio management for individuals and small businesses, and the selection of outside advisers. Cherrydale identifies itself as a capital allocator, which signals an active role in placing client capital with external managers. The firm does not position itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 1
Jordan Szekely
Founder and Managing PartnerCRD 5752557
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 34Active vs passive
$344M in ETFs
71%
$246M
28%
$98.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $106M | 286,619 | 30.80% |
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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