WESTON WEALTH ADVISORS, LLC

WESTON WEALTH ADVISORS, LLC is an SEC-registered investment adviser (CRD 158372). Regulatory assets under management: $27.0M.

Registration

• CRD: 158372
• Type: Registered investment adviser
• Phone: 917-494-9876
• Latest filing: 2026-03-15
• Regulatory AUM: $27.0M
• Discretionary AUM: $27.0M
• Clients: 1
• Accounts: 86

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 158372 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search