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WNY ASSET MANAGEMENT, LLC
CRD 153872 · SEC 801-71632
6500 SHERIDAN DRIVE, SUITE 200, WILLIAMSVILLE, NY, 14221, United States
Phone
716-626-0060
Fax
716-635-0958
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.73B
Discretionary AUM
$1.73B
Team
35 total employees; 18 advisory reps; 8 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2851 | $855.5M |
| High net worth individuals | 383 | $845.2M |
| Charitable organizations | 9 | $14.2M |
| Corporations/business entities | 17 | $14.6M |
States served
AZ, CA, DE, GA, IL, LA, MD, MA, MI, NV, NJ, NY, NC, OH, PA, SC, TN, VA, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD