Form ADV Part 2A and 2B
Our brochure (Form ADV Part 2A) and brochure supplement (Part 2B) describe our services, fees, investment approach, and the people who advise you.
Download Form ADV Part 2 (PDF)
Current version dated April 25, 2026. You can also look up C&D Wealth Advisors on the SEC's Investment Adviser Public Disclosure site, or call (734) 995-0829 and we'll mail you a copy.
Privacy policy
Our privacy notice will be posted here.
Important disclosures
C&D Wealth Advisors is a registered investment adviser. Registration does not imply a certain level of skill or training. The information on this website is for general information only and is not a recommendation to buy or sell any security. Investing involves risk, including possible loss of principal. Past performance is not indicative of future results. No investment strategy can guarantee a profit or protect against loss.