{"url":"https://nivawealth.com/firms/cherrydale-wealth-management-171541","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/171541","regulatoryAum":495485499,"crd":"171541","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"5752557","suffix":null,"lastName":"SZEKELY","firstName":"JORDAN","middleName":"IAN"}],"total":1,"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":"2021-01-22","regulatoryAum":142195477,"clients":66,"employees":1,"offices":1},{"filedOn":"2022-05-26","regulatoryAum":254014377,"clients":74,"employees":1,"offices":1},{"filedOn":"2023-02-03","regulatoryAum":232427660,"clients":74,"employees":2,"offices":1},{"filedOn":"2024-03-18","regulatoryAum":328377353,"clients":74,"employees":2,"offices":1},{"filedOn":"2025-01-28","regulatoryAum":407079669,"clients":75,"employees":3,"offices":1},{"filedOn":"2026-06-02","regulatoryAum":495485499,"clients":76,"employees":3,"offices":1}],"secFileNumber":"801-110057","legalName":"Cherrydale Wealth Management, LLC","displayName":"Cherrydale Wealth Management","slug":"cherrydale-wealth-management-171541","website":null,"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"New York limited liability company","fiscalYearEnd":"December","headquarters":{"street":"28 Valley Road, Suite 1","city":"Montclair","state":"NJ","stateName":"New Jersey","country":"United States","postalCode":"07042"},"tradeNames":[],"registration":{"secApproved":"27 February 2017","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":3,"advisory":1,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":495485499,"discretionary":495485499,"discretionaryAccounts":314,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":null,"fewerThan5":true,"regulatoryAum":2052189},{"label":"High-net-worth individuals","clients":76,"regulatoryAum":493433310}],"feePrograms":[{"role":"main","program":"Wealth Management","feeBasis":"ceiling","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046912","versionId":1046912,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-06-02","documentName":"FORM ADV PART 2A - FIRM BROCHURE","fee_rate_low":null,"fee_rate_high":1,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":"annual","fee_minimum_annual":10000}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T09:57:57.724589+00:00","documents":[{"name":"FORM ADV PART 2A - FIRM BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046912","versionId":1046912,"submittedOn":"2026-06-02"},{"name":null,"status":"not_downloaded","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=874369","versionId":874369,"submittedOn":null}]},"custodians":[{"name":"Fidelity Brokerage Services LLC","shortName":"Fidelity","location":"Smithfield, RI","smaAssets":494877050}],"custodyNote":"Cherrydale Wealth Management does not have custody of client assets.","leadership":[{"name":"Jordan Szekely","title":"Chief Compliance Officer & Managing Member","crd":"5752557"}],"ownership":[{"label":"Jordan Szekely","detail":"Chief compliance officer & managing member in the 75% or more ownership band and a control person, since August 2014."}],"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"New Jersey","offices":1,"addresses":[{"street":"28 Valley Road, Suite 1","city":"Montclair","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"917-838-7507","stateRegisteredReps":1,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"1-10","assetMix":[{"label":"Exchange-traded equity securities","percent":22},{"label":"Non-exchange-traded equity securities","percent":1},{"label":"U.S. state and local bonds","percent":2},{"label":"Securities issued by registered investment companies or business development companies","percent":75}],"privateFunds":0},"sources":{"adv1FilingDate":"2 June 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/171541/PDF/171541.pdf","brochureDate":"2 June 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046912","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 Cherrydale Wealth Management have?","answer":"Cherrydale Wealth Management has 76 clients and manages $495 million for them, as of June 2026. They include 76 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 2 June 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Cherrydale Wealth Management offer?","answer":"Cherrydale Wealth Management provides financial planning, portfolio management for individuals and small businesses, 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 Cherrydale Wealth Management charge?","answer":"Cherrydale Wealth Management charges up to 1.00% a year for its Wealth Management. The fee is billed in advance, is negotiable and has a $10,000 annual minimum.","source":"FORM ADV PART 2A - FIRM BROCHURE, filed 2 June 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Cherrydale Wealth Management use?","answer":"Cherrydale Wealth Management’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $495M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 2 June 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Cherrydale Wealth Management have?","answer":"Cherrydale Wealth Management has 1 investment adviser representative registered with state securities authorities, out of 3 employees, and 1 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 Cherrydale Wealth Management invest in?","answer":"At the end of its last fiscal year, Cherrydale Wealth Management’s separately managed accounts held 75% registered funds (mutual funds, ETFs, BDCs), 22% exchange-traded equities, 2% state and local bonds and 1% non-exchange-traded equities.","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":"Who owns Cherrydale Wealth Management?","answer":"Cherrydale Wealth Management’s direct owner is Jordan Szekely (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 2 June 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Cherrydale Wealth Management get paid?","answer":"Cherrydale Wealth Management is paid through a percentage of assets under management. 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":"Is Cherrydale Wealth Management registered with the SEC?","answer":"Yes, Cherrydale Wealth Management has been registered with the SEC as an investment adviser since 27 February 2017. Its CRD number is 171541 and its SEC file number is 801-110057.","source":"Form ADV Part 1A, Item 1, filed 2 June 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Cherrydale Wealth Management?","answer":"Cherrydale Wealth Management’s main office is at 28 Valley Road, Suite 1, Montclair, NJ 07042. Its phone number is 917-838-7507.","source":"Form ADV Part 1A, Item 1.F, filed 2 June 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."}