Chadwick Wealth Management, LLC

Chadwick Wealth Management, LLC (CRD# 125136) is a financial advisory firm headquartered in Fair Lawn, NJ. They manage $26,678,029 in 122 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    27
    MILLION
  • Total Number of Accounts
    122
    ACCOUNTS
  • Average Account Value
    $218,672
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NJ, NY

Financial Advisors at Chadwick Wealth Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Stuart B. Herrmann
CRD#: 4310681
32-16 Broadway, Fair Lawn, NJ 07410
96
Wealthminder
score

Stuart Herrmann (CRD# 4310681) is an Investment Advisor Representative working at Chadwick Wealth Management, LLC in Fair Lawn, NJ and has over 15 years of experience in the finance industry. Stuart Herrmann has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
David J. Goodman
CRD#: 4633766
32-16 Broadway, Fair Lawn, NJ 07410
93
Wealthminder
score

David Goodman (CRD# 4633766) is an Investment Advisor Representative working at Chadwick Wealth Management, LLC in Fair Lawn, NJ and has over 17 years of experience in the finance industry.

3
Lawrence B. Goodman
CRD#: 5532459
32-16 Broadway, Fair Lawn, NJ 07410
93
Wealthminder
score

Lawrence Goodman (CRD# 5532459) is an Investment Advisor Representative working at Chadwick Wealth Management, LLC in Fair Lawn, NJ and has over 8 years of experience in the finance industry.

4
Neil Westerduin
CRD#: 5724644
32-16 Broadway, Fair Lawn, NJ 07410
93
Wealthminder
score

Neil Westerduin (CRD# 5724644) is an Investment Advisor Representative working at Chadwick Wealth Management, LLC in Fair Lawn, NJ and has over 7 years of experience in the finance industry.

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