RIA Intel›Advisers›Pennsylvania›WEXFORD WEALTH ADVISORS LLC

WEXFORD WEALTH ADVISORS LLC

Advisory

WEXFORD, PA

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

Rank in PA

#960

of 1,528 advisers by AUM

Average account

$212K

across 325 accounts

AUM per adviser

$69M

1 advisers

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

Total AUM

$69M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$69M

Discretionary AUM$66M

Non-Discretionary AUM$3M

Discretionary %96.3%

Total Clients130

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InPA, TX

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

130 clients

26 high-net-worth

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

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Advisers of similar size in PA

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

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GOODSTEIN & ASSOCIATES, LLC

FORT WASHINGTON, PA

$68M

RENAISSANCE ADVISORY GROUP

$70M

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