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| Cherrydale Wealth Management LLC
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|---|---|
| CRD # | 171541 |
| SEC # | 801-110057 |
| CIK # | 0001907327 |
| AUM | 495.5 M (2026-06-02) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 917-838-7507 |
| Address | 28 Valley Road Montclair, NJ 07042 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 4.1 | ||
| Nvidia Corp | 3.9 | ||
| Alphabet Inc | 2.9 | ||
| Amazon Com Inc | 2.3 | ||
| Microsoft Corp | 2.1 | ||
| Alphabet Inc | 1.9 | ||
| Facebook Inc | 1.5 | ||
| Broadcom Inc | 1.4 | ||
| Micron Technology Inc | 1.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 2.1 |
| (b) Individuals (high net worth individuals) | 76 | 493.4 |
| (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 | 0 | 0.0 |
| (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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 314 | 495.5 |
| By Discretionary | ||
| Discretionary | 314 | 495.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 314 | 495.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 495.5 | |
| Total | 314 | 495.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001907327] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
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Peavine Capital LLC
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496.3 M | |
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Alexander Investment Services Co
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Rench Wealth Management Inc
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TX | 495.9 M |
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Monarch Capital Management Inc
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Klosters Capital LLC
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FL | 495.6 M |
|
Portfolio Advisory Council LLC
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TX | 494.9 M |
|
Greystone Financial Group LLC
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MI | 494.9 M |
|
JDH Wealth Management LLC
✚
|
CA | 494.9 M |
|
Sterling Wealth Management Inc
✚
|
IL | 494.6 M |
|
Pacific Ridge Capital Partners LLC
✚
|
OR | 494.6 M |