CDT Capital Wealth Advisory LLC

Overview

CDT Capital Wealth Advisory LLC is a small, New York–based registered advisory LLC that provides financial planning and discretionary portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and identifies itself primarily as an advisor to private clients rather than a capital allocator or pension consultant. It does not position itself as an ESG-focused manager and reports a single-state footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices