CHADDS FORD WEALTH PARTNERS, LLC
CRD #304159 SEC #801-116802 CHADDS FORD, PA 484-273-0995
SEC Registered
Total AUM
$1.2B
Discretionary
$67.8M
Employees
2
Clients
1
Accounts
183
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $1.2B | $67.8M | $1.2B | 2 | 4 |
| Mar 2025 | $1.2B | $67.8M | $1.2B | 2 | 4 |
| Mar 2024 | $1.1B | $58.1M | $1B | 2 | 2 |
| Mar 2023 | $1B | $53M | $951.8M | 2 | 2 |
| Nov 2022 | $1.1B | $47M | $1.1B | 2 | 3 |
| Mar 2022 | $1.1B | $47M | $1.1B | 2 | 3 |
| Jul 2021 | $837.1M | $16.6M | $820.6M | 2 | 3 |
| Feb 2021 | $837.1M | $16.6M | $820.6M | 2 | 3 |
| Jun 2020 | $617.6M | $13M | $604.6M | 2 | 1 |
| May 2020 | $617.6M | $13M | $604.6M | 2 | 1 |
| Apr 2020 | $617.6M | $13M | $604.6M | 2 | 1 |
| Feb 2020 | $617.6M | $13M | $604.6M | 2 | 1 |
| Oct 2019 | $338.3M | $2.2M | $336.1M | 2 | 0 |
| May 2019 | $0 | $0 | $0 | 2 | 0 |
DateNov 2025
Total AUM$1.2B
Discretionary$67.8M
Non-Disc.$1.2B
Employees2
Clients4
DateMar 2025
Total AUM$1.2B
Discretionary$67.8M
Non-Disc.$1.2B
Employees2
Clients4
DateMar 2024
Total AUM$1.1B
Discretionary$58.1M
Non-Disc.$1B
Employees2
Clients2
DateMar 2023
Total AUM$1B
Discretionary$53M
Non-Disc.$951.8M
Employees2
Clients2
DateNov 2022
Total AUM$1.1B
Discretionary$47M
Non-Disc.$1.1B
Employees2
Clients3
DateMar 2022
Total AUM$1.1B
Discretionary$47M
Non-Disc.$1.1B
Employees2
Clients3
DateJul 2021
Total AUM$837.1M
Discretionary$16.6M
Non-Disc.$820.6M
Employees2
Clients3
DateFeb 2021
Total AUM$837.1M
Discretionary$16.6M
Non-Disc.$820.6M
Employees2
Clients3
DateJun 2020
Total AUM$617.6M
Discretionary$13M
Non-Disc.$604.6M
Employees2
Clients1
DateMay 2020
Total AUM$617.6M
Discretionary$13M
Non-Disc.$604.6M
Employees2
Clients1
DateApr 2020
Total AUM$617.6M
Discretionary$13M
Non-Disc.$604.6M
Employees2
Clients1
DateFeb 2020
Total AUM$617.6M
Discretionary$13M
Non-Disc.$604.6M
Employees2
Clients1
DateOct 2019
Total AUM$338.3M
Discretionary$2.2M
Non-Disc.$336.1M
Employees2
Clients0
DateMay 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0