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WESTCHESTER WEALTH ADVISORS, LLC
CRD 145114
800 WESTCHESTER AVENUE, SUITE 641 NORTH, RYE BROOK, NY, 10573, United States
Phone
914-872-4010
Fax
914-872-4011
Registration
— (—)
Source
State registered
Total AUM
$4.1M
Discretionary AUM
$4.1M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2023-11-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 17 | $4.1M |
All web addresses on file
Official SEC filing: View on IAPD