CHERRYDALE WEALTH MANAGEMENT, LLC
CRD #171541 SEC #801-110057 HOBOKEN, NJ (917) 838-7507
SEC Registered
Total AUM
$407.1M
Discretionary
$407.1M
Employees
3
Clients
10
Accounts
279
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $407.1M | $407.1M | $0 | 3 | 0 |
| Mar 2024 | $328.4M | $328.4M | $0 | 2 | 0 |
| Jan 2024 | $328.4M | $328.4M | $0 | 2 | 0 |
| Oct 2023 | $232.4M | $232.4M | $0 | 2 | 0 |
| Feb 2023 | $232.4M | $232.4M | $0 | 2 | 0 |
| May 2022 | $254M | $253.1M | $953.1K | 1 | 0 |
| Apr 2022 | $253.9M | $253.9M | $0 | 1 | 0 |
| Jan 2022 | $253.9M | $253.9M | $0 | 1 | 0 |
| Jan 2022 | $253.9M | $253.9M | $0 | 1 | 0 |
| Oct 2021 | $142.2M | $142.2M | $0 | 1 | 0 |
| Jan 2021 | $142.2M | $142.2M | $0 | 1 | 0 |
| Sep 2020 | $111M | $111M | $0 | 1 | 0 |
| Jun 2020 | $111M | $111M | $0 | 1 | 0 |
| Feb 2020 | $111M | $111M | $0 | 1 | 0 |
| Jul 2019 | $74.7M | $74.7M | $0 | 1 | 0 |
| Jan 2019 | $74.7M | $74.7M | $0 | 1 | 0 |
| Aug 2018 | $60.8M | $60.8M | $0 | 1 | 0 |
| May 2018 | $60.8M | $60.8M | $0 | 1 | 0 |
| May 2018 | $60.8M | $60.8M | $0 | 1 | 0 |
| Feb 2018 | $60.8M | $60.8M | $0 | 1 | 0 |
| Feb 2018 | $60.8M | $60.8M | $0 | 1 | 0 |
| Mar 2017 | $37.5M | $37.5M | $0 | 1 | 26 |
| Feb 2017 | $37.5M | $37.5M | $0 | 1 | 26 |
| Feb 2017 | $37.5M | $37.5M | $0 | 1 | 26 |
| Dec 2014 | $0 | $0 | $0 | 1 | 0 |
| Dec 2014 | $0 | $0 | $0 | 1 | 0 |
| Dec 2014 | $0 | $0 | $0 | 1 | 0 |
| Dec 2014 | $0 | $0 | $0 | 1 | 0 |
| Nov 2014 | $0 | $0 | $0 | 1 | 0 |
| Sep 2014 | $0 | $0 | $0 | 1 | 0 |
| Aug 2014 | $0 | $0 | $0 | 1 | 0 |
| Aug 2014 | $0 | $0 | $0 | 1 | 0 |
| Aug 2014 | $0 | $0 | $0 | 1 | 0 |
| Aug 2014 | $0 | $0 | $0 | 1 | 0 |
| Jul 2014 | $0 | $0 | $0 | 1 | 0 |
| Jul 2014 | $0 | $0 | $0 | 1 | 0 |
| Jun 2014 | $0 | $0 | $0 | 1 | 0 |
DateJan 2025
Total AUM$407.1M
Discretionary$407.1M
Non-Disc.$0
Employees3
Clients0
DateMar 2024
Total AUM$328.4M
Discretionary$328.4M
Non-Disc.$0
Employees2
Clients0
DateJan 2024
Total AUM$328.4M
Discretionary$328.4M
Non-Disc.$0
Employees2
Clients0
DateOct 2023
Total AUM$232.4M
Discretionary$232.4M
Non-Disc.$0
Employees2
Clients0
DateFeb 2023
Total AUM$232.4M
Discretionary$232.4M
Non-Disc.$0
Employees2
Clients0
DateMay 2022
Total AUM$254M
Discretionary$253.1M
Non-Disc.$953.1K
Employees1
Clients0
DateApr 2022
Total AUM$253.9M
Discretionary$253.9M
Non-Disc.$0
Employees1
Clients0
DateJan 2022
Total AUM$253.9M
Discretionary$253.9M
Non-Disc.$0
Employees1
Clients0
DateJan 2022
Total AUM$253.9M
Discretionary$253.9M
Non-Disc.$0
Employees1
Clients0
DateOct 2021
Total AUM$142.2M
Discretionary$142.2M
Non-Disc.$0
Employees1
Clients0
DateJan 2021
Total AUM$142.2M
Discretionary$142.2M
Non-Disc.$0
Employees1
Clients0
DateSep 2020
Total AUM$111M
Discretionary$111M
Non-Disc.$0
Employees1
Clients0
DateJun 2020
Total AUM$111M
Discretionary$111M
Non-Disc.$0
Employees1
Clients0
DateFeb 2020
Total AUM$111M
Discretionary$111M
Non-Disc.$0
Employees1
Clients0
DateJul 2019
Total AUM$74.7M
Discretionary$74.7M
Non-Disc.$0
Employees1
Clients0
DateJan 2019
Total AUM$74.7M
Discretionary$74.7M
Non-Disc.$0
Employees1
Clients0
DateAug 2018
Total AUM$60.8M
Discretionary$60.8M
Non-Disc.$0
Employees1
Clients0
DateMay 2018
Total AUM$60.8M
Discretionary$60.8M
Non-Disc.$0
Employees1
Clients0
DateMay 2018
Total AUM$60.8M
Discretionary$60.8M
Non-Disc.$0
Employees1
Clients0
DateFeb 2018
Total AUM$60.8M
Discretionary$60.8M
Non-Disc.$0
Employees1
Clients0
DateFeb 2018
Total AUM$60.8M
Discretionary$60.8M
Non-Disc.$0
Employees1
Clients0
DateMar 2017
Total AUM$37.5M
Discretionary$37.5M
Non-Disc.$0
Employees1
Clients26
DateFeb 2017
Total AUM$37.5M
Discretionary$37.5M
Non-Disc.$0
Employees1
Clients26
DateFeb 2017
Total AUM$37.5M
Discretionary$37.5M
Non-Disc.$0
Employees1
Clients26
DateDec 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateDec 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateDec 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateDec 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateNov 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateSep 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateAug 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateAug 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateAug 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateAug 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJul 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJul 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJun 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0