{"url":"https://nivawealth.com/firms/chadds-ford-wealth-partners-304159","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/304159","regulatoryAum":1327385934,"crd":"304159","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"2554088","suffix":null,"lastName":"KREICKER","firstName":"WILLIAM","middleName":"CHRISTOPHER"},{"crd":"1094979","suffix":null,"lastName":"MADEL","firstName":"CHRISTOPHER","middleName":"ROBERT"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-07-12","regulatoryAum":837101006,"clients":47,"employees":2,"offices":2},{"filedOn":"2022-03-22","regulatoryAum":1106172715,"clients":60,"employees":2,"offices":2},{"filedOn":"2023-03-03","regulatoryAum":1004773634,"clients":60,"employees":2,"offices":2},{"filedOn":"2024-03-15","regulatoryAum":1100639543,"clients":60,"employees":2,"offices":2},{"filedOn":"2025-03-20","regulatoryAum":1244052633,"clients":63,"employees":2,"offices":2},{"filedOn":"2026-03-30","regulatoryAum":1327385934,"clients":66,"employees":3,"offices":2}],"secFileNumber":"801-116802","legalName":"Chadds Ford Wealth Partners, LLC","displayName":"Chadds Ford Wealth Partners","slug":"chadds-ford-wealth-partners-304159","website":"https://chaddsfordwealth.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/304159/32a25f7791ae9b22-r1.webp","tone":"light","width":443,"height":200,"sourceUrl":"https://www.chaddsfordwealth.com/","sourceLabel":"Chadds Ford Wealth Partners, LLC, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"225 Wilmington West Chester Pike, Suite 200","city":"Chadds Ford","state":"PA","stateName":"Pennsylvania","country":"United States","postalCode":"19317"},"tradeNames":[],"registration":{"secApproved":"13 June 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Fees","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033668","versionId":1033668,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-03-30","documentName":"DISCLOSURE BROCHURE","fee_rate_low":0.2,"fee_rate_high":0.75,"fee_negotiable":true,"minimum_account":1000000,"feeMinimumPeriod":"annual","fee_minimum_annual":5000},{"role":"other","program":"Financial planning and consulting","summary":"Stand-alone financial planning and consulting is billed at a fixed fee of $2,500 to $25,000 or hourly at $250 to $500.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033668","versionId":1033668,"submittedOn":"2026-03-30","documentName":"DISCLOSURE BROCHURE"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T05:27:25.187565+00:00","documents":[{"name":"DISCLOSURE BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033668","versionId":1033668,"submittedOn":"2026-03-30"}]},"custodians":[{"name":"Eleutherian Trust Company LLC","shortName":"Eleutherian Trust","location":"Wilmington, DE","smaAssets":1088580199},{"name":"Northern Trust Company","shortName":"Northern Trust","location":"Chicago, IL","smaAssets":143599939}],"custodyNote":"Chadds Ford Wealth Partners does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Christopher Madel","title":"Chief Compliance Officer and Member","crd":"1094979"},{"name":"William Kreicker","title":"Managing Member","crd":"2554088"}],"ownership":[{"label":"William Kreicker","detail":"Managing member in the 75% or more ownership band and a control person, since April 2019."},{"label":"Christopher Madel","detail":"Chief compliance officer and member in the 25% to 50% ownership band and a control person, since April 2019."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":1},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Pennsylvania","offices":1,"addresses":[{"street":"225 Wilmington West Chester Pike, Suite 200","city":"Chadds Ford","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"484-273-0995","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"1-10","assetMix":[{"label":"Exchange-traded equity securities","percent":87},{"label":"Securities issued by registered investment companies or business development companies","percent":11},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":1},{"label":"Cash and cash equivalents","percent":1}],"privateFunds":0},"sources":{"adv1FilingDate":"30 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/304159/PDF/304159.pdf","brochureDate":"30 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033668","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Chadds Ford Wealth Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Chadds Ford Wealth Partners offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Chadds Ford Wealth Partners charge?","answer":"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.","source":"DISCLOSURE BROCHURE, filed 30 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Chadds Ford Wealth Partners use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Chadds Ford Wealth Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Chadds Ford Wealth Partners invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Chadds Ford Wealth Partners have a minimum investment?","answer":"Yes, Chadds Ford Wealth Partners’ minimum account size for its Wealth Management Fees is $1M. It charges a $5K annual minimum fee.","source":"DISCLOSURE BROCHURE, filed 30 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Chadds Ford Wealth Partners?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Chadds Ford Wealth Partners get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Chadds Ford Wealth Partners?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}