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WEALTHSTREAM ADVISORS, INC.

Advisory

N·NEW YORK, NY

Data as of Dec 10, 2024 · Source: SEC Form ADV

Total AUM
$1.5B
1-Year AUM Growth
+25.3%
3-Year CAGR
+11.8%
Employees
11
Assets Under Management
Total AUM$1.5B
Discretionary AUM$1.5B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients415
Team
Total Employees11
Investment Advisers22
Employee Growth (1Y)+9.1%
Filing History
Total Filings on Record38
First FilingJul 14, 2004
Latest FilingDec 10, 2024
🔒 Full AUM trend chart and 38 historical filings spanning 20+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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