COBBLESTONE WEALTH ADVISORS

COBBLESTONE WEALTH ADVISORS of BROOKLYN, NY is an SEC-registered investment adviser (CRD 125561).

Registration

• CRD: 125561
• Type: Registered investment adviser
• Location: 8119 - 7TH AVENUE, BROOKLYN, NY, 11228
• Phone: 718-633-9500
• Latest filing: 2026-01-14
• Clients: 1

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 125561 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search