Cherrydale Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Hoboken, NJ. Its latest Form ADV filing, dated January 23, 2026, reports $495M in regulatory assets under management, 3 employees, and 314 accounts.
Assets Under Management
$495M
Employees
3
Offices
--
Total Clients
76
Primary office
HOBOKEN, NJ
221 RIVER STREET, 9TH FLOOR, HOBOKEN, NJ, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 100.0% of total clients.
Top client categories% of clientsClients
1
HNWI
100.0%
76
Categories with <5 clients
Individuals (other than high net worth individuals)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$495Mas of January 23, 2026
Discretionary100.0%
$495M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$495M
Total Accounts314
10Y AUM Change+$458M (+1222.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee25:1
10Y Employee Change+2 (+200.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.