# C&D WEALTH ADVISORS

C&D WEALTH ADVISORS of ANN ARBOR, MI is an SEC-registered investment adviser.

## Registration

- CRD: 110769
- Type: SEC-registered investment adviser
- SEC file number: 801-16510
- Location: 123 N. ASHLEY, SUITE 201, ANN ARBOR, MI, 48104
- Phone: 734-995-0829
- Latest filing: 2026-04-27
- Regulatory AUM: $25.9M
- Discretionary AUM: $25.9M
- Clients: 1
- Accounts: 38

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| Chisholm W John | CHIEF COMPLIANCE OFFICER; SECRETARY | Houston, TX |
| CHISHOLM JACK HOWARD | CEO | — |
| DAMES JOHN P | PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/110769/brochure
- Similar advisers: https://search.stillhousedata.com/firm/110769/similar
- Related entities: https://search.stillhousedata.com/firm/110769/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/110769

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.