Cherrydale Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Cherrydale Wealth Management is an SEC-registered advisory firm that provides comprehensive wealth management and discretionary portfolio management to individuals, families, and high-net-worth clients. Its services include goals-based financial planning and coordination of non-investment matters such as insurance, taxes, trusts, and philanthropy, with portfolios primarily constructed from ETFs and no-load institutional mutual funds.
The firm follows a consultative, long-term, market-based investment approach, building customized strategic asset allocations for each client and drawing on third‑party and academic research as well as independent managers when appropriate. Portfolios are managed on a discretionary basis, and the firm discloses that it may employ short-term margin borrowings in client accounts for certain strategies, which introduces margin-call risk.
What is distinctive about Cherrydale is its solo-practitioner structure combined with an unusually large asset base per advisor—managing roughly $495 million for about 76 clients—which is uncommon among peers. The firm maintains an institutional platform relationship with a major custodian for custody and technology support, does not accept custody of client assets except for authorized fee deductions, and the sole advisor conducts account reviews directly.
Client services
Expertise
Fee options
Up to 1.00% annually
Account minimum: $1,000,000 Minimum fee: Minimum annual fee for new clients is $10,000, may be reduced at Advisor's discretion Fee-only: Fee based on assets under management; no commissions or performance-based fees
Main office
28 Valley Road, Suite 1
Montclair NJ 07042
Advisors at this office
1
Most active in
California · New Jersey · New York · Texas
Also doing business as
Cherrydale Wealth Management · Cherrydale Wealth Management, LLC · Szekely, Jordan
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.
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