DESTEFANO WEALTH MANAGEMENT

DESTEFANO WEALTH MANAGEMENT is an SEC-registered investment adviser (CRD 316484). Regulatory assets under management: $38.2M.

Registration

• CRD: 316484
• Type: Registered investment adviser
• Phone: 518-577-2262
• Latest filing: 2026-02-03
• Regulatory AUM: $38.2M
• Discretionary AUM: $38.2M
• Clients: 1
• Accounts: 62

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 316484 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search