RIA Intel›Advisers›New York›WESTCHESTER WEALTH ADVISORS, LLC

WESTCHESTER WEALTH ADVISORS, LLC

Advisory

RYE BROOK, NY

Data as of Nov 15, 2023 · Source: SEC Form ADV

Rank in NY

#5,464

of 5,722 advisers by AUM

Average account

$121K

across 34 accounts

AUM per adviser

$4M

1 advisers

Source: SEC Form ADV. Figures as filed Nov 15, 2023.

Total AUM

$4M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$4M

Discretionary AUM$4M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients17

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNY

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

17 clients

The full client-type breakdown and the share of AUM each category represents.

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

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SLATER, LEE

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RIVERSIDE CAPITAL WEALTH LLC

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