East End Wealth Management

Overview

East End Wealth Management is a New York–registered corporate advisory firm that serves both individual/family clients and institutions. The firm is owned by an individual and delivers discretionary portfolio management for individuals, small businesses, and larger business or institutional accounts. Its billing model blends percentage-of-AUM fees with fixed-fee arrangements. Investment emphasis is tilted toward fixed income rather than active ESG or pension consulting mandates. The firm lists an insurance company among its industry affiliations. It operates under state registration in New York and is not organized as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices