CD Wealth Management Climbs in DBJ’s List of Top 25 Wealth Management Firms

CD Wealth Management Climbs in Dallas Business Journal’s List of Top 25 Wealth Management Firms

Dallas (Dec. 11, 2023) — CD Wealth Management is proud to announce that it has been listed at No. 19 among wealth management firms in the Dallas-Fort Worth area by the Dallas Business Journal, up from No. 24 a year ago.

In all, 116 independently owned companies in four North Texas counties were eligible for the list, which is based on local assets under management for 2022.

“Our company is grateful for the relationships we’ve built over the years here in North Texas,” said Scott Cohen, CD Wealth Management’s founder and CEO. “We exist to help our clients realize their goals and their dreams, and any measure of our success is based entirely on their trust. We’re proud of our local roots and our commitment to the community.”

Earlier this year, the Dallas Business Journal named CD Wealth Management to its list of the Best Places to Work for the second year in a row. Cohen was listed in AdvisorHub magazine’s list of 500 Advisors to Watch for the second year in a row, landing at No. 38 in the list of the top 50 advisors with assets under $1 billion. He also was named again 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 Dec.1, after it surveyed wealth management firms beginning Aug. 1. Surveys were sent via email to companies that opted into 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, Dallas, Denton or Tarrant. 

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 2022, CD Wealth was acquired by Bluespring Wealth Partners, LLC. The financial professionals of CD Wealth Management collectively manage over $1 billion in assets.

Media Contact: Ilona Friedman, 972-499-6280