Chadds Ford Wealth Partners, Llc
- Regulatory AUM
- $1.3B
- Discretionary
- $31.2M
- Clients
- 66
- Avg AUM / client
- $20.1M
- Accounts
- 176
- Employees
- 3
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 11 | $5.6M | 0.42% |
| High net worth individuals | 49 | $1.1B | 82.8% |
| Charitable organizations | 6 | $82.4M | 6.21% |
| Corporations and other businesses | Fewer than 5 clients | $141M | 10.6% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Christopher Robert Madel | Chief Compliance Officer And Member | CFA | Apr 2019 (7y) | 25% – 50% |
| William Christopher Kreicker | Managing Member | CFA | Apr 2019 (7y) | 75% or more |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 905 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Eleutherian Trust Company $1.1B (82% of AUM) Mar 2026
- Northern Trust $144M (11% of AUM) Mar 2026
- Wilmington Trust Company $127M (10% of AUM) Nov 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗