Chadds Ford Wealth Partners, LLC
Chadds Ford Wealth Partners, LLC (CRD# 304159) is a financial advisory firm headquartered in Chadds Ford, PA. They manage $1,100,639,543 in 165 accounts and serve the financial needs of clients across 6 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management1,101MILLION
-
Total Number of Accounts165ACCOUNTS
-
Average Account Value$6,670,543
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, DE, KY, LA, MA, PA
Financial Advisors at Chadds Ford Wealth Partners, LLC
1
William C. Kreicker
CRD#:
2554088
225 Wilmington West Chester Pike, Suite 200,
Chadds Ford,
PA
19317
William Kreicker (CRD# 2554088) is an Investment Advisor Representative working at Chadds Ford Wealth Partners, LLC in Chadds Ford, PA and has over 29 years of experience in the finance industry.
2
Christopher Madel (CRD# 1094979) is an Investment Advisor Representative working at Chadds Ford Wealth Partners, LLC in Lebanon, KY and has over 32 years of experience in the finance industry.
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