Overview
Assets Under Management: $1.3 billion
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 295
Average Client Assets: $5 million
Frequently Asked Questions
WEALTHSTREAM ADVISORS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #129428), WEALTHSTREAM ADVISORS, INC. is subject to fiduciary duty under federal law.
WEALTHSTREAM ADVISORS, INC. is headquartered in NEW YORK, NY.
WEALTHSTREAM ADVISORS, INC. serves 295 high-net-worth clients according to their SEC filing dated December 10, 2024. View client details ↓
According to their SEC Form ADV, WEALTHSTREAM ADVISORS, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
WEALTHSTREAM ADVISORS, INC. is ranked #205 by Forbes in 2025. Learn more about these rankings ↓
WEALTHSTREAM ADVISORS, INC. manages $1.3 billion in client assets according to their SEC filing dated December 10, 2024.
According to their SEC Form ADV, WEALTHSTREAM ADVISORS, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Recent Rankings
Forbes 2025: 205
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 295
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.61
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 1,931
Discretionary Accounts: 1,931
Regulatory Filings
CRD Number: 129428
Last Filing Date: 2024-12-10 00:00:00
Website: https://wealthstreamadvisors.com