# Chadds Ford Wealth Partners, LLC

> Chadds Ford Wealth Partners, LLC is an SEC-registered investment advisory firm in Chadds Ford, PA, registered since 2019, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 304159
- Filed as: CHADDS FORD WEALTH PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Chadds Ford, PA
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/304159
- AdvisorCensus page: https://advisorcensus.com/firm/chadds-ford-wealth-partners-llc-chadds-ford-pa-304159

## Quick answers

**How is Chadds Ford Wealth Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Chadds Ford Wealth Partners, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Chadds Ford Wealth Partners, LLC located?**
Chadds Ford Wealth Partners, LLC's principal office is in Chadds Ford, PA, according to its Form ADV.

**Is Chadds Ford Wealth Partners, LLC registered with the SEC or a state?**
Chadds Ford Wealth Partners, LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 304159.

**How much does Chadds Ford Wealth Partners, LLC manage?**
Chadds Ford Wealth Partners, LLC reports $1,327,385,934 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (2% discretionary).

**How have Chadds Ford Wealth Partners, LLC's assets and staff changed since 2021?**
In the Form ADV data for Chadds Ford Wealth Partners, LLC: Regulatory assets under management: $837,101,006 in the October 2021 data and $1,327,385,934 in the October 2026 data, up 59%. Total employees: 2 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Chadds Ford Wealth Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (49); individuals (other than high net worth individuals) (11); charitable organizations (6).

**Which custodians does Chadds Ford Wealth Partners, LLC use?**
Chadds Ford Wealth Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Eleuthrian Trust and Northern Trust as custodians holding 10% or more of its separately managed account assets.

**Does Chadds Ford Wealth Partners, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/304159

**Does Chadds Ford Wealth Partners, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 30, 2026 says: "As a condition for starting and maintaining an investment management relationship, Chadds Ford imposes a minimum portfolio value of $1,000,000."

**What changed in Chadds Ford Wealth Partners, LLC's recent Form ADV filings?**
In the January 2026 filing data: No longer registered or notice-filed in LA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Account minimum: $1,000,000

> As a condition for starting and maintaining an investment management relationship, Chadds Ford imposes a minimum portfolio value of $1,000,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Eleuthrian Trust
- Northern Trust

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $1,327,385,934
- Discretionary: $31,240,580
- Non-discretionary: $1,296,145,354

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 11 | $5,596,805 |
| High net worth individuals | 49 | $1,098,591,846 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 6 | $82,444,915 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $140,752,368 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 2019 (7 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, DE, KY, MA, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $837,101,006 | 2 | July 12, 2021 |
| October 2022 | $1,106,172,715 | 2 | March 22, 2022 |
| October 2023 | $1,004,773,634 | 2 | March 3, 2023 |
| October 2024 | $1,100,639,543 | 2 | March 15, 2024 |
| October 2025 | $1,244,052,633 | 2 | March 20, 2025 |
| October 2026 | $1,327,385,934 | 3 | March 30, 2026 |

Regulatory assets under management: $837,101,006 in the October 2021 data and $1,327,385,934 in the October 2026 data, up 59%.
Total employees: 2 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### January 2026
- No longer registered or notice-filed in LA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Chadds Ford Wealth Partners, LLC (CRD 304159): Form ADV filing data as of October 2026.