CHERRYDALE WEALTH MANAGEMENT, LLC

CHERRYDALE WEALTH MANAGEMENT, LLC of MONTCLAIR, NJ is an SEC-registered investment adviser (CRD 171541). Regulatory assets under management: $495.5M.

Registration

• CRD: 171541
• SEC file number: 801-110057
• Type: Registered investment adviser
• Location: 28 VALLEY ROAD, SUITE 1, MONTCLAIR, NJ, 07042
• Phone: (917) 838-7507
• Latest filing: 2026-06-02
• Regulatory AUM: $495.5M
• Discretionary AUM: $495.5M
• Clients: 3
• Accounts: 314

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 171541 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search