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WEALTHSTREAM ADVISORS, INC.
NEW YORK, NY
(212) 971-9241
SEC #801-63363Total AUM
$1.5B
Employees
22Clients
416Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
60 EAST 42ND STREET
SUITE 1120
NEW YORK
NY 10165
United States
SUITE 1120
NEW YORK
NY 10165
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
(212) 971-9241
Other Offices
2
Financials
Total AUM
$1.5B
Accounts
2,122Discretionary
$1.5B
Accounts
2,122Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
89AUM
$51.1M
HNW Individual Clients
295AUM
$1.4B
Pension/Profit Sharing Plan Clients
10AUM
$17.9M
Charitable Organization Clients
1AUM
$1.7M
Corporation or Business Clients
21AUM
$73.6M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CACTDCFLGAMAMDMINCNHNJNYORPATXVA
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.