$495.5M Total AUM
$495.5M Disc. AUM
20.5% 3Y CAGR
3 Employees
76 ADV. Clients
11 yrs Firm Age
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- Custodian
- Fidelity/NFS ยท Goldman Sachs
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-02-2014
- Office Locations
- 1
Office Locations
221 River Street 9TH Floor Hoboken NJ
About Cherrydale Wealth Management, LLC
Cherrydale Wealth Management, LLC is a Hoboken, NJ-based RIA serving retail clients, including entrepreneurs, with discretionary portfolio management, financial planning, and insurance. The firm emphasizes asset allocation using public funds such as ETFs, index funds, and mutual funds, alongside fixed income and selective alternatives. Uses Black Diamond for reporting and primarily custodies with Fidelity/NFS (also works with Goldman Sachs).
Team overview
-- AVG AGE
$495.5M AVG AUM / ADVISOR
$6.5M AVG AUM / CLIENT
11.4 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Ridge matrix Pioneer peak
Client Personas
Summit
Investment Themes
Harbor horizon Oak
Investment Vehicles
Vector prime
Platform
Element
Services
Beacon Delta Element atlas
Owner & Executives
J
JORDAN IAN SZEKELY
Chief Compliance Officer, Managing Member
- CRD
- #5752557
- Ownership
- 75% or more
(872) 435-9651
delta.foundation@unisoncapital.com
in linkedin.com/in/quantum-ridge
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $495,485,499 | $1,577,979 |
| Non-Discretionary | $0 | -- |
| Total | $495,485,499 | $1,577,979 |
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Separately Managed Accounts
Total SMA Asset: $495,485,499
Public Funds:
21.5% Equity - Exchange:
25.2% Municipal Bonds:
37.9% Equity - OTC:
15.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $426,518,132 | 21.5% |
| Equity - Exchange | $499,918,927 | 25.2% |
| Municipal Bonds | $751,862,196 | 37.9% |
| Equity - OTC | $305,506,012 | 15.4% |
| Total | $1,983,805,267 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VALUE HORIZON EMBER | CAPITAL FOCUS | HDKWEZ6M0 | CIZ | 4.79% | $45,132,082 |
| GLACIER BRIDGE | HARBOR MOMENTUM | AO0STRNFL | OMTV | 5.91% | $98,437,961 |
| PATHWAY PEAK | EMBER VERTEX | L49KKSQNT | NKQUD | 0.65% | $101,626,837 |
| ALPHA VECTOR | VERTEX FUSION | G97XJ0W50 | HWSCL | 0.70% | $59,906,204 |
| MERIDIAN FOUNDATION BRIDGE | SUMMIT CAPITAL | NKCYB9YXT | FZG | 3.12% | $60,024,609 |
| EMBER DELTA | ATLAS FUSION | AG6KF1VAA | HOEH | 3.02% | $74,513,344 |
| CAPITAL FRONTIER DELTA | QUANTUM MOMENTUM | MXYADO3VI | PDNXF | 3.75% | $49,858,340 |
| LEGACY VITAL ALPHA | OAK MOMENTUM | K8B7I1M45 | GTBU | 9.30% | $110,410,481 |