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TRISTATE WEALTH ADVISORS
TRI-STATE WEALTH ADVISORS, LLC
CRD 333345
263 E MAIN ST, #B, NEWARK, DE, 19711, United States
Phone
(302) 556-6556
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$27.0M
Discretionary AUM
$16.5M
Team
1 total employees; 1 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 55 | $0 |
| High net worth individuals | 10 | $7.1M |
| Pension/profit sharing plans | 5 | $9.1M |
All web addresses on file
Official SEC filing: View on IAPD