CRD: 304159
Chadds Ford Wealth Partners, LLC
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- Custodian
- Charles Schwab & Company ยท Northern Trust
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-13-2019
- Office Locations
- 2
Office Locations
About Chadds Ford Wealth Partners, LLC
Chadds Ford Wealth Partners is an employee-owned RIA providing customized investment management plus consulting and financial planning for families, trusts, and institutions, including dedicated support for trust beneficiaries. Portfolios are primarily implemented with ETFs, with additional use of public and private funds as needed. Custody relationships include Charles Schwab and Wilmington Trust.
Team overview
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Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
WILLIAM CHRISTOPHER KREICKER
Managing Member, Partner
- CRD
- #2554088
- Ownership
- 75% or more
CHRISTOPHER ROBERT MADEL
Chief Compliance Officer
- CRD
- #1094979
- Ownership
- 25% but less than 50%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $31,240,580 | $1,007,761 |
| Non-Discretionary | $1,296,145,354 | $8,938,933 |
| Total | $1,327,385,934 | $7,541,966 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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