ASSET & WEALTH MANAGEMENT SEARCH LLC

ASSET & WEALTH MANAGEMENT SEARCH LLC is an SEC-registered investment adviser (CRD 307876).

Registration

• CRD: 307876
• Type: Registered investment adviser
• Phone: 212-924-2245
• Latest filing: 2026-03-27
• Clients: 1

Business model

Compensation: Other.

Clients served: Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 307876 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search