CD Wealth Management Listed in Top 25 Wealth Management Firms by Dallas Business Journal
In all, 116 independently owned companies in 15 North Texas counties were eligible for the list, which is based on local assets under management for 2021. CD Wealth Management’s figure for that period was $824.86 million.
“Our company was built from a legacy of providing excellent service to our neighbors in Dallas and across North Texas,” said Scott Cohen, CD Wealth Management’s founder, principal and CEO. “That sense of purpose goes back decades, and it drives us into the future as well. We are grateful for our clients’ trust, and we work hard to earn it every day.”
In 2022, the Dallas Business Journal also named CD Wealth Management to its list of the Best Places to Work, and Cohen was listed in AdvisorHub magazine’s inaugural list of 500 Advisors to Watch, landing at No. 39 in the list of the top 50 advisors with assets under $1 billion. He also was named to the Barron’s Top 1,200 Financial Advisors list and the Forbes Best-in-State Wealth Advisor List.
About the list: The Dallas Business Journal published the list Nov. 4, 2022, after it surveyed wealth management firms beginning Jan. 3, 2022. The surveys were sent via email to companies who opted in to the Business Journal’s surveys and met eligibility requirements. To be eligible for this list, a company must be independently owned and have a location within one of the following counties: Collin, Cooke, Dallas, Denton, Ellis, Grayson, Hill, Johnson, Kaufman, McLennan, Navarro, Parker, Rockwall, Tarrant and Wise.
About CD Wealth Management
Founded in 2014 by CEO Scott Cohen, CD Wealth Management is a team of exceptional independent fiduciaries who always put their clients first. The company traces its roots to Waldman Bros, a family-run institution started in Dallas in 1939. The team, also led by Chief Investment Officer Andy Dropkin and Chief Wealth Management Officer Ilona Friedman, offers personalized financial planning and wealth management for families, corporate executives, closely held businesses, and not-for-profit institutions.
In the first quarter of 2022, CD Wealth was acquired by Bluespring Wealth Partners, LLC. The financial professionals of CD Wealth Management collectively manage over $850 million in assets.
Media Contact: Ilona Friedman, 972-499-6280