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CHADDS FORD WEALTH PARTNERS, LLC
CRD 304159 · SEC 801-116802
225 WILMINGTON WEST CHESTER PIKE, SUITE 200, CHADDS FORD, PA, 19317, United States
Phone
484-273-0995
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.33B
Discretionary AUM
$31.2M
Team
3 total employees; 2 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 11 | $5.6M |
| High net worth individuals | 49 | $1.10B |
| Charitable organizations | 6 | $82.4M |
States served
CA, DE, KY, MA, PA
All web addresses on file
Official SEC filing: View on IAPD