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CHERRYDALE WEALTH MANAGEMENT, LLC
CRD 171541File 801-110057
APPROVED
Retail clients
Filing as of Jun 2, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$495.5M
Above cohort median (national)
Discretionary AUM
$495.5M
Clients
76
314 accounts
Employees
3
Above cohort median in NJ
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Feb 27, 2017
- Principal office
- 28 VALLEY ROAD, SUITE 1, MONTCLAIR, NJ, 07042
- Phone
- (917) 838-7507
- Website
- HTTP://WWW.CHERRYDALEWM.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $495.5M
- Discretionary AUM
- $495.5M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 314
- Non-discretionary accounts
- 0
- Total accounts
- 314
- AUM per client
- $6.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 76 | $493.4M |
| Individuals (other than high net worth individuals) | Fewer than 5 | $2.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.