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| Happy Holidays!! thanks for using AUM13F!! |
| Chadds Ford Wealth Partners LLC
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|---|---|
| CRD # | 304159 |
| SEC # | 801-116802 |
| CIK # | |
| AUM | $1.2 B (2025-03-20) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 484-273-0995 |
| Address | 225 Wilmington West Chester Pike Chadds Ford, PA 19317 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 14 | 7.7 |
| (b) Individuals (high net worth individuals) | 44 | 1,011.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 5 | 65.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 159.2 |
| (n) Other | 0 | 0.0 |
| Total | 183 | 1,244.1 |
| By Discretionary | ||
| Discretionary | 32 | 67.8 |
| Non-Discretionary | 151 | 1,176.3 |
| Total | 183 | 1,244.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,244.1 | |
| Total | 183 | 1,244.1 |
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