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CD Wealth Management

About CD Wealth Management

CD Wealth Management is a Dallas-based financial advisory and private wealth management practice servicing families, corporate executives, closely held businesses, people in transition and non-profit organizations. In fully partnering with our clients to grow and preserve their wealth, we help them achieve their financial goals and aspirations.

Min project size

50,000+

Hourly rate

50 / hr

Employees

14

Locations

United States

Year founded

Founded 2014

Service Lines

Consulting30%
Implementation25%
Support & Maintenance20%
Training15%
Custom Development10%

Leadership Team

I

Ilona Friedman

Managing Director and Chief Operating Officer

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