Chadds Ford Wealth Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers. Financial planning was provided to 1–10 clients last fiscal year.
Chadds Ford Wealth Partners reports 66 clients. They include 49 high-net-worth individuals, 11 individual clients and 6 charitable organizations. Of its assets, 2.4% ($31.2M across 31 accounts) are managed with discretion; $1.3B across 145 accounts are not. It advised 1 client without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 17% | <1% |
| High-net-worth individuals | 74% | 83% |
| Charitable organizations | 9% | 6% |
| Corporations and other businesses | Fewer than 5 | 11% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 11 | $5.6M | 0.4% | $509K |
| High-net-worth individuals | 49 | $1.1B | 82.8% | $22.4M |
| Charitable organizations | 6 | $82.4M | 6.2% | $13.7M |
| Corporations and other businesses | Fewer than 5 | $141M | 10.6% | — |
| Total | 66 | $1.33B | 100% | — |
- Clients
- 11
- Regulatory AUM
- $5.6M
- AUM share
- 0.4%
- Avg. per client
- $509K
- Clients
- 49
- Regulatory AUM
- $1.1B
- AUM share
- 82.8%
- Avg. per client
- $22.4M
- Clients
- 6
- Regulatory AUM
- $82.4M
- AUM share
- 6.2%
- Avg. per client
- $13.7M
- Clients
- Fewer than 5
- Regulatory AUM
- $141M
- AUM share
- 10.6%
- Avg. per client
- —
Total
- Clients
- 66
- Regulatory AUM
- $1.33B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 1
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Chadds Ford Wealth Partners charges 0.20%–0.75% a year for its Wealth Management Fees. The fee is billed in arrears, is negotiable, has a $5,000 annual minimum and requires an account of at least $1,000,000. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial planning and consulting
- Stand-alone financial planning and consulting is billed at a fixed fee of $2,500 to $25,000 or hourly at $250 to $500.
William Kreicker owns 75% or more of Chadds Ford Wealth Partners. The leadership team of Chadds Ford Wealth Partners includes Chief Compliance Officer Christopher Madel. It has 3 employees, 2 of them in advisory roles.
Leadership
- Christopher MadelChief Compliance Officer and Member
- William KreickerManaging Member
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
- William Christopher Kreicker
- Christopher Robert Madel
Staff
- 3 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 75% or more of Chadds Ford Wealth Partners, LLC
William Kreicker
Control person · since April 2019
- Owns 25% to 50% of Chadds Ford Wealth Partners, LLC
Christopher Madel
Control person · since April 2019
Chadds Ford Wealth Partners’ regulatory assets grew 1.6× from $837M (July 2021) to $1.33B (March 2026); clients rose from 47 to 66 and employees from 2 to 3.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $1.33B | 66 | 3 | 2 |
| March 2025 | $1.24B | 63 | 2 | 2 |
| March 2024 | $1.1B | 60 | 2 | 2 |
| March 2023 | $1B | 60 | 2 | 2 |
| March 2022 | $1.11B | 60 | 2 | 2 |
| July 2021 | $837M | 47 | 2 | 2 |
Besides its headquarters, Chadds Ford Wealth Partners has 1 office (1 private residence, listed without an address), with 1 listed address in Pennsylvania.
Pennsylvania · 1 listed address
- 225 Wilmington West Chester Pike, Suite 200, Chadds FordHQ
Contact and registration details
- Legal name
- Chadds Ford Wealth Partners, LLC
- Headquarters
- 225 Wilmington West Chester Pike, Suite 200, Chadds Ford, PA 19317
- Website
- chaddsfordwealth.com
- Phone
- 484-273-0995
- SEC file
- 801-116802
- Structure
- Delaware LLC
- Fiscal year end
- December
Chadds Ford Wealth Partners uses Eleutherian Trust ($1.09B, 88%) and Northern Trust ($144M, 12%) as custodians for its separately managed accounts. Chadds Ford Wealth Partners does not have custody of client assets.
- Eleutherian TrustEleutherian Trust Company LLC · Wilmington, DE · $1.09B88%
- Northern TrustNorthern Trust Company · Chicago, IL · $144M12%
At year end, Chadds Ford Wealth Partners’ separately managed accounts were mostly in stocks (87%) and funds (12%).
What the accounts hold
- Stocks87%
- Funds12%
- Registered funds11%
- Pooled vehicles1%
- Cash1%
How many clients does Chadds Ford Wealth Partners have?
Chadds Ford Wealth Partners has 66 clients and manages $1.33 billion for them, as of March 2026. They include 49 high-net-worth individuals, 11 individual clients and 6 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026
What services does Chadds Ford Wealth Partners offer?
Chadds Ford Wealth Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Chadds Ford Wealth Partners charge?
Chadds Ford Wealth Partners charges 0.20%–0.75% a year for its Wealth Management Fees. The fee is billed in arrears, is negotiable, has a $5,000 annual minimum and requires an account of at least $1,000,000.
Which custodians does Chadds Ford Wealth Partners use?
Chadds Ford Wealth Partners’ separately managed account assets are held at Eleutherian Trust Company LLC (Wilmington, DE), with $1.09B and Northern Trust Company (Chicago, IL), with $144M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026
How many financial advisors does Chadds Ford Wealth Partners have?
Chadds Ford Wealth Partners has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Chadds Ford Wealth Partners invest in?
At the end of its last fiscal year, Chadds Ford Wealth Partners’ separately managed accounts held 87% exchange-traded equities, 11% registered funds (mutual funds, ETFs, BDCs), 1% pooled vehicles (private funds and similar) and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Chadds Ford Wealth Partners have a minimum investment?
Yes, Chadds Ford Wealth Partners’ minimum account size for its Wealth Management Fees is $1M. It charges a $5K annual minimum fee.
Who owns Chadds Ford Wealth Partners?
Chadds Ford Wealth Partners’ direct owners are William Kreicker (75% or more) and Christopher Madel (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026
How does Chadds Ford Wealth Partners get paid?
Chadds Ford Wealth Partners is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Chadds Ford Wealth Partners?
Chadds Ford Wealth Partners’ main office is at 225 Wilmington West Chester Pike, Suite 200, Chadds Ford, PA 19317. Its phone number is 484-273-0995. Its website is chaddsfordwealth.com.