# FOGEL NEALE WEALTH MANAGEMENT, LLC

FOGEL NEALE WEALTH MANAGEMENT, LLC of NEW YORK, NY is an SEC-registered investment adviser.

## Registration

- CRD: 300358
- Type: SEC-registered investment adviser
- Location: 42 BROADWAY, NEW YORK, NY, 10004
- Phone: 212-949-0922
- Latest filing: 2023-11-16
- Regulatory AUM: $5.4M
- Discretionary AUM: $5.4M
- Clients: 1
- Accounts: 90

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/300358/brochure
- Similar advisers: https://search.stillhousedata.com/firm/300358/similar
- Related entities: https://search.stillhousedata.com/firm/300358/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/300358

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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.