Cherrydale Wealth Management, LLC
Cherrydale Wealth Management, LLC is an SEC-registered wealth manager in Hoboken, NJ with $495.5M assets under management (AUM, regulatory AUM), +22% over one year. See who owns Cherrydale Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 171541, SEC 801-110057, data through 2026-06-02.
- AUM (assets under management / regulatory AUM)
- $495.5M (2026-06-02)
- Firm type
- Wealth Manager
- Location
- Hoboken, NJ
- Employees
- 3
- Clients
- 76
- CRD
- 171541
- Ownership
- SZEKELY, JORDAN, IAN
How much AUM does Cherrydale Wealth Management, LLC have?
Cherrydale Wealth Management, LLC reported $495.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-02).
Who owns Cherrydale Wealth Management, LLC?
Disclosed owners and executives of Cherrydale Wealth Management, LLC include SZEKELY, JORDAN, IAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.