# BLOOMBERG WEALTH LLC

BLOOMBERG WEALTH LLC of NEW YORK, NY is an SEC-registered investment adviser.

## Registration

- CRD: 166284
- Type: SEC-registered investment adviser
- SEC file number: 801-77439
- Location: 120 PARK AVENUE, NEW YORK, NY, 10017-5577
- Phone: 855-999-9325
- Latest filing: 2013-05-15
- Regulatory AUM: $220.6M
- Non-discretionary AUM: $220.6M
- Clients: 45
- Accounts: 376

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| [HERTE BRIAN GERARD](https://search.stillhousedata.com/person/767520) | VICE PRESIDENT | — |
| [MICHEL JOHN DONALD](https://search.stillhousedata.com/person/773440) | PRESIDENT | — |
| [DESCHERER RICHARD KALTMAN](https://search.stillhousedata.com/person/811850) | SECRETARY | — |
| [BLOOMBERG MICHAEL RUBENS](https://search.stillhousedata.com/person/811851) | TRUSTEE | — |
| [KANTROWITZ NAOMI LYNN](https://search.stillhousedata.com/person/811852) | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/166284/brochure
- Similar advisers: https://search.stillhousedata.com/firm/166284/similar
- Related entities: https://search.stillhousedata.com/firm/166284/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/166284

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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.