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CHADDS FORD WEALTH PARTNERS, LLC

C44
CRD 304159·SEC 801-116802·CHADDS FORD, PA
AUM
$1.33B
$1B+
Est. Revenue
$13.3M
@ 1% on AUM
Est. EBITDA
$4.0M
@ 30% margin
Est. Deal Value
$31.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CHADDS FORD WEALTH PARTNERS, LLC
CRD
304159
SEC file #
801-116802
EIN
—
DBA names
—

Economics

AUM
$1.33B
AUM band
$1B+
AUM trajectory
'20'26
$338.3M → $1.33B▲ +292%
Client mix
Individuals High Net Worth49
Individuals Other11
Charitable Organizations6

Operations

Employees (total)
3
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
2 advisors → 2 advisors▬ 0%
Primary office
CHADDS FORD PA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
chaddsfordwealth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
KREICKER, WILLIAM, CHRISTOPHER
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
KREICKER, WILLIAM, CHRISTOPHER
MADEL, CHRISTOPHER, ROBERT
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
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
CHADDSFORDWEALTH.COM
Rdap Domain Creation Date
2019-04-25T16:14:00Z
Rdap Firm Age Years
7
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

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
2
Bc Firm IAR Count
2
Custodian Candidates
Full
E*trade4
Northern Trust2
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-04-25T16:14:00Z
Rdap Domain Last Changed
2025-04-26T18:02:00Z
Rdap Nameservers
Ns57.domaincontrol.comNs58.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
2554088
Trust Company Affiliate
No

People (2)

2
KREICKER, WILLIAM, CHRISTOPHER
IAR · Direct Owner · 87.5%
2554088
MADEL, CHRISTOPHER, ROBERT
IAR · Direct Owner · 37.5%
1094979