WACHTEL CAPITAL ADVISORS, LLC

WACHTEL CAPITAL ADVISORS, LLC of TOWACO, NJ is an SEC-registered investment adviser (CRD 311280). Regulatory assets under management: $44.9M.

Registration

• CRD: 311280
• Type: Registered investment adviser
• Location: 8 WHITEHALL RD, SUITE 200B, TOWACO, NJ, 07082
• Phone: (973) 794-3600
• Latest filing: 2026-03-10
• Regulatory AUM: $44.9M
• Discretionary AUM: $44.9M
• Clients: 1
• Accounts: 208

Business model

Compensation: % of AUM.

Clients served: High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 311280 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search