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WEATHERHELM CAPITAL MANAGEMENT LLC

CRD 175019 · SEC 801-81110

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5 WASHINGTON STREET, SUITE 1, CAMBRIDGE, NY, 12816, United States

Phone

518-407-3886

Fax

518-667-7398

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$90.6M

Discretionary AUM

$87.5M

Team

4 total employees; 2 advisory reps; 3 broker-dealer reps

Clients

—

Fees

Percentage of AUM; Hourly charges; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-18

Disciplinary history

No

Services

Portfolio management (individuals)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals65$17.8M
High net worth individuals12$70.8M

States served

VT, AZ, CA, NY, OH, RI, TN, WA, TX, NH, FL

All web addresses on file

Official SEC filing: View on IAPD