Chadds Ford Wealth Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,104,188,651
Clients
60
Advisors
2
across 2 offices
About
Chadds Ford Wealth Partners is an employee‑owned wealth management firm that provides financial planning, consulting and investment management to individuals, families, trusts, foundations, endowments, nonprofit organizations and operating businesses. Its services include portfolio management, standalone actionable advice for held‑away assets and retirement or executive compensation matters, and the selection and oversight of independent managers and privately placed investments.
The firm works from a customized Investment Policy and Strategy Statement for each client, employing strategic and tactical allocations across equities, fixed income, alternatives and cash using mutual funds, ETFs, individual securities, independent managers and private collective vehicles. Chadds Ford conducts ongoing monitoring and due diligence of independent managers, implements client ESG preferences using third‑party research rather than proprietary ESG products, and frames portfolios around clients’ goals, risk tolerance and liquidity needs.
As of December 31, 2025, Chadds Ford reported $1,327,385,934 in assets under management, of which $1,296,145,354 was managed on a non‑discretionary basis and $31,240,580 was discretionary—an operational mix that is uncommon among similar team firms. The firm’s combination of a compact advisory staff, a large asset base concentrated in trusts, and a predominant non‑discretionary model distinguishes its operational profile from many peers.
Client services
Expertise
Occupation focus
Fee options
Fixed fees ranging from $2,500 to $25,000 for financial planning and consulting
$0 - $5,000,000: 0.75% $5,000,000 - $10,000,000: 0.45% $10,000,000 - $20,000,000: 0.20% $20,000,000+: Negotiable
$250 to $500 per hour for financial planning and consulting services
Account minimum: $1,000,000 Minimum fee: $5,000 annual minimum fee Fee-only: Fixed fees from $2,500 to $25,000 for financial planning and consulting services
Main office
See office225 Wilmington West Chester Pike, Suite 200
Chadds Ford PA 19317
Advisors at this office
1
Offices (2)
Most active in
California · Delaware · Kentucky · Massachusetts · Pennsylvania
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Christopher M
CFA®, Series 63
Lebanon, KY
Chadds Ford Wealth Partners, LLC
Christopher Madel is a CFA® charterholder and holds a Series 63 license with six years of industry experience. He has been with Chadds Ford Wealth Partners, LLC since 2019 and previously worked at Wilmington Trust Company from 1998 to 2017. Between 2017 and 2019, he was retired. Chadds Ford Wealth Partners is an employee-owned firm serving high-net-worth individuals, families, trusts, foundations, and operating businesses. The firm offers comprehensive wealth management and advisory services, employing customized investment strategies that include equities, fixed income, and alternatives, while incorporating ESG preferences through independent research providers.
William K
CFA®, Series 63
Chadds Ford, PA
Chadds Ford Wealth Partners, LLC
William Kreicker is a CFA® charterholder with nine years of industry experience. He has been with Chadds Ford Wealth Partners, LLC since 2019 and previously worked at Wilmington Trust Co. from 2001 to 2018. Chadds Ford Wealth Partners is an employee-owned wealth management firm serving high-net-worth individuals, families, trusts, foundations, and operating businesses. The firm offers customized financial planning and investment management, utilizing strategic and tactical asset allocation across various asset classes and incorporating client ESG preferences through independent research providers.
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