TRISTATE WEALTH ADVISORS

TRISTATE WEALTH ADVISORS of NEWARK, DE is an SEC-registered investment adviser (CRD 333345). Regulatory assets under management: $27.0M.

Registration

• CRD: 333345
• Type: Registered investment adviser
• Location: 263 E MAIN ST, NEWARK, DE, 19711
• Phone: (302) 556-6556
• Latest filing: 2026-05-19
• Regulatory AUM: $27.0M
• Discretionary AUM: $16.5M
• Non-discretionary AUM: $10.5M
• Clients: 1
• Accounts: 71

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 333345 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search