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- Custodian
- Fidelity/NFS ยท Goldman Sachs
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-02-2014
- Office Locations
- 1
Office Locations
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).
Reported data analysis
What the numbers show
Between January 28, 2025 and June 2, 2026, reported AUM increased 21.7%, from $407.1M to $495.5M.
Across 5 reported observations, AUM increased 95.1% between May 26, 2022 and June 2, 2026, from $254.0M to $495.5M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 76 clients, or 76 clients per representative. That equates to $6.5M in reported AUM per client.
The profile lists 1 reported office location and 11 years in operation. The source data was last updated on June 2, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Platform
- Services
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The full Cherrydale Wealth Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JORDAN IAN SZEKELY
Chief Compliance Officer, Managing Member
- CRD
- #5752557
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Unlock allAssets Under Management
| 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
SMA allocation detail is available
Cherrydale Wealth Management, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Cherrydale Wealth Management, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.