ITHACA WEALTH MANAGEMENT

ITHACA WEALTH MANAGEMENT is an SEC-registered investment adviser (CRD 307643). Regulatory assets under management: $20.9M.

Registration

• CRD: 307643
• Type: Registered investment adviser
• Phone: 607-882-1434
• Latest filing: 2026-03-31
• Regulatory AUM: $20.9M
• Discretionary AUM: $20.9M
• Clients: 1
• Accounts: 198

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 307643 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search