Cherrydale Wealth Management, LLC (“CWM”, the “Advisor”, “we” and “our”) is a registered investment advisor with the U.S. Securities and Exchange Commission (“SEC”). CWM is a limited liability company (“LLC”) formed in the State of New York and has been in business as a registered investment advisor since August 2014. CWM is solely owned by Jordan Szekely. This Disclosure Brochure provides information regarding the qualifications, business practices, and the advisory services provided by CWM. CWM’s mission is to provide comprehensive wealth management advice to individuals and families (each a “Client”). We are open to working with other types of Clients in the future. CWM emphasizes creating a goals-based, consultative partnership with Clients. The Advisor serves as a fiduciary to Clients, as defined under applicable laws and regulations. As a fiduciary, the Advisor upholds a duty of loyalty, fairness, and good faith towards each Client and seeks to mitigate potential conflicts of interest. Our fiduciary commitment is further described in our Code of Ethics. For more information regarding our Code of Ethics, please see Item 11. Description of the Types of Advisory Services We Offer CWM provides investment advisory and wealth management services to Clients. To create a comprehensive financial strategy, we seek to understand each Client’s goals, risk-tolerance, resources, and investment time horizon. Our services include developing an appropriate and customized strategic asset allocation based on the Client’s investment objectives, implementing and monitoring this allocation, and financial planning. Our holistic approach incorporates non- investment issues including insurance, taxes, trusts and estates, philanthropy, family education, college funding, etc. In these areas, we help manage and coordinate interactions with trusted specialists who supplement our advice. CWM helps ensure its Clients’ financial decisions are well- integrated with their lifestyle choices, investment portfolios, and financial plan. Our Clients’ investment portfolios are primarily comprised of no load, institutional-class mutual funds and exchange-traded funds (“ETFs”). CWM does not engage in subjective forecasting of financial markets. Client portfolios are designed for the long-term investor who believes capital markets will deliver fair and competitive returns over time. If the Client experiences any significant changes to his/her financial or personal circumstances, the Client must notify us, so we can incorporate such information into the strategic asset allocation and financial plan. However, the Client is under no obligation to act upon our recommendation(s) or to affect any transactions through CWM. Our financial planning service is only available to existing Clients who pay a fee based on assets under management, and there is no additional financial planning fee. Retirement Plan Accounts – When deemed to be in the Client’s best interest, the Advisor may recommend

that a Client rollover its retirement plan account into an account managed by the Advisor. In such instances, the Advisor will serve as an investment fiduciary as that term is defined under The Employee Retirement Income Security Act of 1974 (“ERISA”). Such a recommendation creates a conflict of interest if the Advisor will earn a new (or increase its current) advisory fee as a result of the rollover. No client is under any obligation to roll over retirement plan assets to an account managed by the Advisor. Form ADV Part 2A – Disclosure Brochure Page 5 Cherrydale Wealth Management, LLC At no time will CWM accept or maintain custody of a Client’s funds or securities, except for the authorized deduction of the Advisor’s fees. All Client assets will be managed within their designated account(s) at the Custodian, pursuant to the Client investment advisory agreement. Please see Item 12. CWM utilizes a third-party provider (tpp) for operational support. In this capacity, the tpp will generally serve as back-office support to CWM and its clients by offering services directly or indirectly to those Clients. The tpp may provide back-office administration services to CWM which can include custodial support and administrative services such as account paperwork, and distribution processing. Not all of the tpp’s services may be utilized. The tpp is not responsible for the analysis of CWM’s Client financial situations, suitability requirements, asset allocations, or restrictions. Tailoring of Advisory Services We offer customized investment advice to each Client. Clients have the opportunity to place reasonable restrictions, in writing, on the types of investments held in their investment portfolios. Please note, restrictions on investments in certain securities or types of securities may not be possible due to the level of difficulty this would entail in managing the account(s). Participation in Wrap Fee Programs CWM does not manage or place Client assets into a wrap fee program. Investment management services are provided directly by CWM. Use of Independent Managers CWM may recommend that a Client utilize one or more unaffiliated investment managers or investment platforms (collectively “Independent Managers”) for all or a portion of a Client’s investment portfolio. The Advisor will perform initial and ongoing oversight and due diligence over the selected Independent Manager(s) to ensure that the Independent Managers’ strategies and target allocations remain aligned with the Client’s investment objectives and overall best interests. The Advisor will also assist the Client in the development of the initial policy recommendations and managing the ongoing Client relationship. The Client will be provided with the Independent Manager's Form ADV 2A (or other brochure that makes the appropriate disclosures). Regulatory Assets Under Management As of December 31, 2023, CWM manages $328,377,353 in Client assets, all of which are managed on a discretionary basis.