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CHERRYDALE WEALTH MANAGEMENT, LLC
CRD 171541 · SEC 801-110057
28 VALLEY ROAD, SUITE 1, MONTCLAIR, NJ, 07042, United States
Phone
(917) 838-7507
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$495.5M
Discretionary AUM
$495.5M
Team
3 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-06-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 76 | $493.4M |
States served
CA, NJ, NY, TX
All web addresses on file
Official SEC filing: View on IAPD