# EDELSTEIN WEALTH MANAGEMENT, LLC

EDELSTEIN WEALTH MANAGEMENT, LLC of BOSTON, MA is an SEC-registered investment adviser.

## Registration

- CRD: 121596
- Type: SEC-registered investment adviser
- SEC file number: 801-63169
- Location: 24 SCHOOL STREET, BOSTON, MA, 02108
- Phone: 617.227.6161
- Latest filing: 2005-08-24
- Regulatory AUM: $15.7M
- Non-discretionary AUM: $15.7M
- Clients: 1
- Accounts: 9

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| HIGGINS DENIS COLIN | MEMBER, DIRECTOR & CHIEF COMPLIANCE OFFICER; MEMBER & DIR. OF WEALTH MANAGEMENT; MEMBER, DIR. OF WEALTH MANAGEMENT & CHIEF COMPLIANCE OFFICER | — |
| MAHONEY WILLIAM DOUGLAS | MANAGING MEMBER | — |
| JARASITIS GERALD PAUL | MEMBER & TREASURER | — |
| KAPLOWITCH SCOTT BRIAN | MEMBER & CLERK | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/121596/brochure
- Similar advisers: https://search.stillhousedata.com/firm/121596/similar
- Related entities: https://search.stillhousedata.com/firm/121596/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/121596

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.