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KADES & CHEIFETZ, LLC

BERWYN, PA · CRD 285068 · IAPD ↗ · kadescheifetz.com · 610-834-1487

$407.2MRegulatory AUM
2Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
February 2025 — KADES & CHEIFETZ, LLC (BERWYN, PA) left the SEC roster (was $407.2M RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
45
December 2024 — KADES & CHEIFETZ, LLC notice-filed in MA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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