CHADDS FORD WEALTH PARTNERS, LLC

CRD 304159File 801-116802

APPROVED

Retail clients

Filing as of Mar 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.33B

Above cohort median (national)

Discretionary AUM

$31.2M

Non-discretionary $1.30B

Clients

176 accounts

Employees

Above cohort median in PA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: PLRO
Registration date: Jun 13, 2019
Principal office: 225 WILMINGTON WEST CHESTER PIKE, SUITE 200, CHADDS FORD, PA, 19317
Phone: 484-273-0995
Website: HTTP://WWW.CHADDSFORDWEALTH.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.33B
Discretionary AUM: $31.2M
Non-discretionary AUM: $1.30B
Discretionary accounts: 31
Non-discretionary accounts: 145
Total accounts: 176
AUM per client: $20.1M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$140.8M
Charitable organizations	6	$82.4M
High net worth individuals	49	$1.10B
Individuals (other than high net worth individuals)	11	$5.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for businesses
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 11

This 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.