SourcingSourcing

CHERRYDALE WEALTH MANAGEMENT, LLC

C41
CRD 171541·SEC 801-110057·HOBOKEN, NJ
AUM
$495.5M
$100M-$500M
Est. Revenue
$5.0M
@ 1% on AUM
Est. EBITDA
$1.5M
@ 30% margin
Est. Deal Value
$11.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CHERRYDALE WEALTH MANAGEMENT, LLC
CRD
171541
SEC file #
801-110057
EIN
471242936
DBA names
—

Economics

AUM
$495.5M
AUM band
$100M-$500M
AUM trajectory
'20'26
$74.7M → $495.5M▲ +563%
Client mix
Individuals High Net Worth76

Operations

Employees (total)
3
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'20'26
1 advisors → 1 advisors▬ 0%
Primary office
HOBOKEN NJ
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUM

Filings

Latest ADV filing
01/23/2026
ADV-W filed at
—
Website
cherrydalewm.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SZEKELY, JORDAN, IAN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
SZEKELY, JORDAN, IAN
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
CHERRYDALEWM.COM
Rdap Domain Creation Date
2014-06-04T00:59:51Z
Rdap Firm Age Years
12
Rdap Firm Age Band
10-20y
Rdap Registrar
IONOS SE

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001907327
Edgar Registered
Yes
Edgar Filing Count
20
Edgar First Filing Date
2022-02-01
Edgar Last Filing Date
2026-04-20
Edgar 13f Count
18
Edgar 13f Latest AUM Estimate
Filing Date2026-04-20
Accession0001907327-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Fidelity4
E*trade4
Edgar Addresses
Mailing
221 RIVER STREET, 9TH FLOORHOBOKEN, NJ 07030
Business
221 RIVER STREET, 9TH FLOORHOBOKEN, NJ 07030
Edgar EIN
471242936
Edgar Recent Filings
13F-HR2026-04-20 · 0001907327-26-000002
13F-HR2026-01-13 · 0001907327-26-000001
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-06-04T00:59:51Z
Rdap Domain Last Changed
2025-06-04T07:49:31Z
Rdap Nameservers
Candy.ns.cloudflare.comNick.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
5752557
Trust Company Affiliate
No

People (1)

1
SZEKELY, JORDAN, IAN
IAR · Direct Owner · 87.5%
5752557