FIFTH AVENUE WEALTH ADVISORS LLC

Overview

Fifth Avenue Wealth Advisors LLC operates as an independent, individual-owned registered investment adviser serving primarily individual and family clients. The firm combines financial planning with discretionary portfolio management and the selection of third-party advisers, positioning itself as a capital allocator rather than a pure brokerage shop. Fee arrangements include a percentage of assets under management and hourly charges, indicating a mix of ongoing wealth management relationships and one-off planning engagements. Investment activity is centered on pooled public funds and mutual funds for core exposures, with a meaningful allocation to external alternative managers. The firm's advisory services extend to small businesses and institutional clients in addition to individuals, and the advisers appear to favor outsourced managers for specialized exposures rather than building large in-house alternative platforms.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices