MAIDSTONE WEALTH MANAGEMENT, LLC

MAIDSTONE WEALTH MANAGEMENT, LLC of CAMBRIDGE, NY is an SEC-registered investment adviser (CRD 291873). Regulatory assets under management: $27.4M.

Registration

• CRD: 291873
• SEC file number: 801-133919
• Type: Registered investment adviser
• Location: 4 EAST MAIN STREET, SUITE B, CAMBRIDGE, NY, 12816
• Phone: 518-677-7358
• Latest filing: 2026-03-16
• Regulatory AUM: $27.4M
• Discretionary AUM: $27.4M
• Clients: 1
• Accounts: 32

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Corporations.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
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• This page as markdown (for LLM agents)
• CRD 291873 on SEC IAPD (source of record)
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