Data / Investment advisers / New Jersey / Cherrydale Wealth Management, LLC
Cherrydale Wealth Management, LLC, Montclair, NJ: $495 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Cherrydale Wealth Management, LLC is an SEC registered investment adviser with its main office in Montclair, New Jersey and reports $495 million in regulatory assets under management in its Form ADV filed June 2, 2026. Its clients include high net worth individuals and individuals. It is paid through a percentage of assets under management.
The request: Watch Cherrydale Wealth Management, LLC (CRD number 171541): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 171541
- SEC file number
- 801-110057
- SEC status
- Approved, effective February 27, 2017
- Main office
- 28 Valley Road Suite 1, Montclair, NJ 07042
- Phone
- (917) 838-7507
- Website
- cherrydalewm.com
- Regulatory AUM
- $495,485,499 in the Form ADV filed June 2, 2026
- Discretionary AUM
- $495,485,499
- Accounts
- 314
- Employees
- 3, of which 1 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- June 2, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 76 | $493.4 million |
| Individuals (other than high net worth individuals) | Fewer than 5 | $2.1 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| February 2, 2026 | $495.5 million | January 23, 2026 |
| December 1, 2025 | $407.1 million | January 28, 2025 |
Other advisers in New Jersey
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Sophron Capital Management | Summit | $527.3 million | Not listed | adviserinfo.sec.gov |
| Alliance Wealth Management Group, LLC | Flemington | $517.4 million | Not listed | adviserinfo.sec.gov |
| Accretive Wealth Partners, LLC | Parsippany | $504.5 million | Not listed | adviserinfo.sec.gov |
| Black Coral Financial Advisors, LLC | Mount Olive | $504.4 million | Not listed | adviserinfo.sec.gov |
| Scientech Research LLC | Jersey City | $498.8 million | 1 | adviserinfo.sec.gov |
| Manteio Capital LLC | Jersey City | $492.7 million | 3 | adviserinfo.sec.gov |
| Cypress Financial Planning | Haddon Heights | $490.4 million | Not listed | adviserinfo.sec.gov |
| Asset Advisory Group, Inc. | Kinnelon | $479.5 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New Jersey
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Cherrydale Wealth Management, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.