# WEALTHSTREAM ADVISORS, INC.

WEALTHSTREAM ADVISORS, INC. of NEW YORK, NY is an SEC-registered investment adviser.

## Registration

- CRD: 129428
- Type: SEC-registered investment adviser
- SEC file number: 801-63363
- Location: 60 EAST 42ND STREET, SUITE 1120, NEW YORK, NY, 10165
- Phone: (212) 971-9241
- Latest filing: 2025-03-24
- Regulatory AUM: $1.5B
- Discretionary AUM: $1.5B
- Clients: 22
- Accounts: 2,122

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Aaron Michael Tawil | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| Michael Eric Goodman | PRESIDENT | — |
| Michael Stuart Kimmel | SENIOR ADVISOR AND PRINCIPAL | — |
| GOODMAN MICHAEL ERIC | PRESIDENT; PRESIDENT / CHIEF COMPLIANCE OFFICER | — |
| TAWIL AARON MICHAEL | CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| KIMMEL MICHAEL STUART | SENIOR ADVISOR AND PRINCIPAL | — |


## Branch offices (4)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| MELVILLE | NY | 0 | (212) 971-9241 |
| ALEXANDRIA | VA | 0 | (212) 971-9241 |
| MELVILLE | NY | 0 | (212) 971-9241 |
| ALEXANDRIA | VA | 0 | (212) 971-9241 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/129428/brochure
- Similar advisers: https://search.stillhousedata.com/firm/129428/similar
- Related entities: https://search.stillhousedata.com/firm/129428/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/129428

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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.