TENDFUL WEALTH PLANNING

TENDFUL WEALTH PLANNING of UTICA, NY is an SEC-registered investment adviser (CRD 341332).

Registration

• CRD: 341332
• Type: Registered investment adviser
• Location: 326 BROAD STREET, SUITE 131, UTICA, NY, 13501
• Phone: 315-886-2178
• Latest filing: 2026-07-14
• Clients: 1

Business model

Compensation: % of AUM, Hourly, 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 341332 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search