CHADDS FORD WEALTH PARTNERS, LLC
Adviser information for CHADDS FORD WEALTH PARTNERS, LLC last updated from Form ADV on March 15th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
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Fiscal Year End | DECEMBER |
Legal Location | Delaware, United States |
Employees
Total Number of Employees | 2 |
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Investment Advisory/Research | 2 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 2 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
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Type | Accounts | RAUM |
---|---|---|
Discretionary | 17 | $58.1M |
Non-Discretionary | 148 | $1.0B |
Total | 165 | $1.1B |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 12 | $5.5M |
HNW Individuals | 43 | $896.3M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | 5 | $59.5M |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | <5 | $139.3M |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 2 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 1-10 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers) |
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Compensation | % of AUMHourly chargesFixed fees |
Identifiers
SEC RIA File Number | 801-116802 |
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SEC ERA File Number | 801-116802 |
SEC CIK Numbers | None |
SEC CRD Numbers | 304159 |
Legal Entity Identifier | None |
Principal Office
225 WILMINGTON WEST CHESTER PIKESUITE 200
CHADDS FORD
PA
United States
Monday - Friday, BY APPOINTMENT ONLY
Tel: 484-273-0995, Fax: None
Websites
Chief Compliance Officer
CHRISTOPHER R. MADEL
MEMBER
225 WILMINGTON WEST CHESTER PIKE
SUITE 200
CHADDS FORD
PA
United States
Tel:
484-273-0996
C*****@*******************M
(Full email address available in API data)
Regulatory Contact
W. CHRISTOPHER KREICKER
MANAGING MEMBER
225 WILMINGTON WEST CHESTER PIKE
SUITE 200
CHADDS FORD
PA
United States
Tel:
484-273-0995
C********@*******************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
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None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
KREICKER, WILLIAM, CHRISTOPHER | Individual | – | MANAGING MEMBER | 04/2019 | > 75% |
MADEL, CHRISTOPHER, ROBERT | Individual | – | CHIEF COMPLIANCE OFFICER AND MEMBER | 04/2019 | 25-50% |