CHADDS FORD WEALTH PARTNERS, LLC

225 Wilmington West Chester Pike
Suite 200
Chadds Ford, Pennsylvania 19317
Tel: 484-273-0995

About CHADDS FORD WEALTH PARTNERS, LLC

CHADDS FORD WEALTH PARTNERS, LLC, formally registered with the SEC as CHADDS FORD WEALTH PARTNERS, LLC. The firm was established in 06/13/2019. They have over 2 offices throughout the country.

CHADDS FORD WEALTH PARTNERS, LLC is a Chadds Ford, Pennsylvania based Financial Planning firm with nearly $1,100,639,543 assets under management, offering retirement planning & investment advisory services to 165 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	304159
SEC#	801-116802
Assets Managed by Firm	$1,100,639,543
No. of Clients	165
No. of Advisors	2

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	165	$1,100,639,543
Individuals (other than high net worth individuals)	12	$5,497,603
High net worth individuals	43	$896,298,260
Charitable organizations	5	$59,525,160
Corporations or other businesses	Fewer than 5 clients	$139,318,520

More Retirement Planning firms in Chadds Ford, Pennsylvania:

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VANGUARD GROUP INC 100 Vanguard Blvd, V26 Malvern, PA, 19355	$7,909,760,294,676	209	980
FEDERATED INVESTMENT MANAGEMENT COMPANY 1001 Liberty Avenue Pittsburgh, PA, 15222-3779	$501,645,588,245	80	101
VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411
MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST 610 Market Street Philadelphia, PA, 19106	$190,960,333,268	377	657

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