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Building 2CHADDS FORD WEALTH PARTNERS, LLC

Map pinCHADDS FORD, PA
Phone484-273-0995
NotebookSEC #801-116802
Total AUM
$1.3B
Employees
3
Clients
67

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
225 WILMINGTON WEST CHESTER PIKE
SUITE 200
CHADDS FORD
PA 19317
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
484-273-0995
Other Offices
1

ReceiptFinancials

Total AUM
$1.3B
Accounts
176
Discretionary
$31.2M
Accounts
31
Non-Discretionary
$1.3B
Accounts
145

ContactClients

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Individual Clients
11
AUM
$5.6M
HNW Individual Clients
49
AUM
$1.1B
Charitable Organization Clients
6
AUM
$82.4M
Corporation or Business Clients
1
AUM
$140.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CADEKYMAPA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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