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EWM ADVISORY
EWM ADVISORY, LLC
CRD 282616
1967 WEHRLE DRIVE, SUITE 3-099, BUFFALO, NY, 14221, United States
Phone
647-270-9809
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$6.6M
Discretionary AUM
$6.6M
Team
1 total employees; 1 advisory reps; 13 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 21 | $6.6M |
Official SEC filing: View on IAPD