Cherrydale Wealth Management, LLC
● SEC registered since 2017CRD 171541SEC# 801-110057Montclair, NJ
Reg. AUM
$495.5M
Employees
3
Accounts
314
Location
Montclair, NJ
Cherrydale Wealth Management, LLC assets under management
Cherrydale Wealth Management, LLC is an investment advisory firm registered with the SEC based in Montclair, NJ. The firm has been registered since 2017. It reports $495.5 million in regulatory assets under management and employs 3 people.
Cherrydale Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jordan Ian Szekely Control | Chief Compliance Officer & Managing Member | Over 75% | 2014 |
Frequently asked questions
How much does Cherrydale Wealth Management, LLC manage?
Cherrydale Wealth Management, LLC reports $495.5 million in regulatory assets under management on its Form ADV.
How many employees does Cherrydale Wealth Management, LLC have?
Cherrydale Wealth Management, LLC reports 3 employees.
Where is Cherrydale Wealth Management, LLC located?
Cherrydale Wealth Management, LLC is based in Montclair, NJ and has been SEC-registered since 2017.
Does Cherrydale Wealth Management, LLC disclose fund performance?
Cherrydale Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 28 Valley Road, Suite 1, Montclair, NJ 07042 |
| Phone | (917) 838-7507 |
| Office hours | 9:00a.m. To 5:00p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1907327 |
| Discloses disciplinary history | No |
Regulatory AUM
$495.5M▲ 22%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 48%
Larger than 52% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$495.5Mregulatory AUM
Discretionary $495.5M