CHADDS FORD WEALTH PARTNERS, LLC
SEC RegisteredNavigating Wealth Opportunities
About the firm
Chadds Ford Wealth Partners, LLC is an employee-owned wealth management firm and Registered Investment Advisor. They provide highly customized investment management, consulting and financial planning services to families, trusts and institutions, and as a fiduciary, always place the interests of their clients first.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management, consulting and financial planning, and services for trust beneficiaries. Investment management includes customized portfolio strategies, legacy stock position management, asset location for tax optimization, and ongoing performance review relative to client objectives.
Who they serve
Individuals, families, trusts, and institutions
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 11 | $5.6M |
| High Net Worth Individuals | 49 | $1.1B |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 6 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
1 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $5,000,000 | 0.75% |
| Next $5,000,000 | 0.45% |
| Next $10,000,000 | 0.20% |
| Above $20,000,000 | 0.00% |
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CHADDS FORD WEALTH PARTNERS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.