CHADDS FORD, PACRD 304159Latest ADV March 30, 2026
Chadds Ford Wealth Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Chadds Ford, PA. Its latest Form ADV filing, dated March 30, 2026, reports $1.3B in regulatory assets under management, 3 employees, 1 office, and 176 accounts.
Assets Under Management
$1.3B
Employees
3
Offices
1 office
Total Clients
66
Primary office
CHADDS FORD, PA
225 WILMINGTON WEST CHESTER PIKE, SUITE 200, CHADDS FORD, PA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 74.2% of total clients.
Top client categories% of clientsClients
1
HNWI
74.2%
49
2
Individuals
16.7%
11
3
Charitable
9.1%
6
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.3Bas of March 30, 2026
Discretionary2.4%
$31M
2% of total RAUM2.4%
Non-discretionary97.6%
$1.3B
98% of total RAUM97.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.3B
Total Accounts176
10Y AUM Change+$1.3B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee22:1
10Y Employee Change+1 (+50.0%)
* 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.