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WANK & LIPTZIN ADVISORY SERVICES LLC

Advisory

GARDEN CITY, NY

Data as of Jan 26, 2026 · Source: SEC Form ADV

Rank in NY
#5,070
of 5,722 advisers by AUM
Average account
$1M
across 14 accounts
AUM per adviser
$10M
2 advisers

Source: SEC Form ADV. Figures as filed Jan 26, 2026.

Total AUM
$19M
Discretionary %
100%
Clients
14
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$19M
Discretionary AUM$19M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients14
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InNY
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NY

Closest by assets under management. All figures from Form ADV.

STEWART ASSET MANAGEMENT, LLC
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$19M
-92.4% 1Y
OAK & REED CAPITAL MANAGEMENT, LLC
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$19M
EH WILLIAMS CAPITAL MANAGEMENT, LLC
NEW YORK, NY
$19M
-90.7% 1Y
THE VALENTE GROUP LLC
$19M
OCTAGON ASSET MANAGEMENT, LLC
NEW YORK, NY
$19M
-17.4% 1Y
SPORTS & ENTERTAINMENT INVESTMENT ADVISERS, LLC
MONTEBELLO, NY
$19M
+63.1% 1Y

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