Weisermazars Wealth Advisors, LLC (New York)

Weisermazars Wealth Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Weisermazars Wealth Advisors: assets under management

The assets under management (AUM) of Weisermazars Wealth Advisors, LLC is $98.06 million. The firm's AUM has gone down by -25% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $97.33 million in discretionary accounts and $720.83 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $177.62 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $720.83 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Weisermazars Wealth Advisors, LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Based in New York

The principal office where Weisermazars Wealth Advisors, LLC performs its advisory services is located at 135 West 50 Th Street, New York, NY 10020, which is also the mailing address of the firm. An additional office of the firm is in Fort Washington, PA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-375-6506 or by fax 212-375-6912. The normal business hours are 9 a.m to 5 p.m. on Monday - Friday. You can find more information about the New York firm at wmwealthadvisors.com.

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