WESTCHESTER WEALTH ADVISORS, LLC

RIASEC Registered
Total AUM
$4.1M
Discretionary
$4.1M
100% of AUM
Avg account
$121K
Accounts
34
Employees
1
Advisory reps
1

Firm details

Headquarters
RYE BROOK, New York
CRD number
145114
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Westchester Wealth Advisors, LLC operates as an independent registered investment advisor (RIA) that primarily serves individuals and families. The firm offers a range of services, including financial planning and portfolio management for small businesses and individuals. Its business activities also extend to being an insurance broker and providing accounting and legal services. Westchester Wealth Advisors does not focus on environmental, social, and governance (ESG) investments and is not classified as a multi-state adviser. The firm’s fee structure is based on a percentage of assets under management (AUM).

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 70%, State & Local Bonds 25%, Cash & Cash Equivalents 5%70%
  • Exchange Traded Equities70%
  • State & Local Bonds25%
  • Cash & Cash Equivalents5%

Contacts

1 of 1
  • ROBERT MANN

    ​President and FounderCRD 2144499

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

RYE BROOK, NY

WESTCHESTER

Location

RYE BROOK, NY

Headquartered in RYE BROOK, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
WESTCHESTER
Address
800 Westchester Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth