WESTCHESTER WEALTH MANAGEMENT

WESTCHESTER WEALTH MANAGEMENT is an SEC-registered investment adviser (CRD 332418). Regulatory assets under management: $10.0M.

Registration

• CRD: 332418
• Type: Registered investment adviser
• Phone: 9143068689
• Latest filing: 2026-04-24
• Regulatory AUM: $10.0M
• Discretionary AUM: $5.0M
• Non-discretionary AUM: $5.0M
• Clients: 1
• Accounts: 70

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 332418 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search