# C&D Wealth Advisors

> C&D Wealth Advisors is a state-registered investment advisory firm, registered since 2025, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated April 27, 2026.

- CRD: 110769
- Filed as: C&D WEALTH ADVISORS
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Michigan
- Filing period: October 2026
- Form ADV filing dated: April 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/110769
- AdvisorCensus page: https://advisorcensus.com/firm/c-and-d-wealth-advisors-110769

## Quick answers

**How is C&D Wealth Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), C&D Wealth Advisors reports these compensation arrangements: a percentage of assets under its management.

**Is C&D Wealth Advisors registered with the SEC or a state?**
C&D Wealth Advisors is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 110769.

**How much does C&D Wealth Advisors manage?**
C&D Wealth Advisors reports $25,911,689 in regulatory assets under management in its Form ADV filing dated April 27, 2026 (100% discretionary).

**What types of clients does C&D Wealth Advisors serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (11); individuals (other than high net worth individuals) (9); charitable organizations (1).

**Does C&D Wealth Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/110769

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $25,911,689
- Discretionary: $25,911,689
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 9 | $2,241,178 |
| High net worth individuals | 11 | $23,400,339 |
| Banking or thrift institutions | Fewer than 5 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | Not reported |
| Charitable organizations | 1 | $174,115 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | Not reported |
| Other investment advisers | Fewer than 5 | Not reported |
| Insurance companies | Fewer than 5 | Not reported |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | Not reported |
| Corporations or other businesses not listed above | 1 | $96,057 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- cndadvisors.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. C&D Wealth Advisors (CRD 110769): Form ADV filing data as of October 2026.