RIA Intel›Advisers›New York›CONSTELLATION WEALTH ADVISORS LLC

CONSTELLATION WEALTH ADVISORS LLC

Advisory

N·NEW YORK, NY

Data as of Jun 4, 2015 · Source: SEC Form ADV

Total AUM

$6.2B

1-Year AUM Growth

+22.5%

3-Year CAGR

+11.1%

Employees

28

Assets Under Management

Total AUM$6.2B

Discretionary AUM$4.3B

Non-Discretionary AUM$1.9B

Discretionary %69.5%

Total Clients—

Team

Total Employees28

Investment Advisers35

Employee Growth (1Y)—

Filing History

Total Filings on Record22

First FilingMar 28, 2007

Latest FilingJun 4, 2015

🔒 Full AUM trend chart and 22 historical filings spanning 8+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on CONSTELLATION WEALTH ADVISORS LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.