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CHERRYDALE WEALTH MANAGEMENT, LLC

MONTCLAIR, NJ · CRD 171541 · IAPD ↗ · cherrydalewm.com · (917) 838-7507

$495.5MRegulatory AUM
1Advisory reps
3Employees
0Clients
1-10Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

48
July 2026 — CHERRYDALE WEALTH MANAGEMENT, LLC moved its main office from HOBOKEN, NJ to MONTCLAIR, NJ.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
66
February 2024 — CHERRYDALE WEALTH MANAGEMENT, LLC reported RAUM up 41% ($232.4M -> $328.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.