Overview
Assets Under Management: $91 million
Headquarters: CAMBRIDGE, NY
High-Net-Worth Clients: 12
Average Client Assets: $5.9 million
Frequently Asked Questions
WEATHERHELM CAPITAL MANAGEMENT LLC 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 #175019), WEATHERHELM CAPITAL MANAGEMENT LLC is subject to fiduciary duty under federal law.
WEATHERHELM CAPITAL MANAGEMENT LLC is headquartered in CAMBRIDGE, NY.
WEATHERHELM CAPITAL MANAGEMENT LLC serves 12 high-net-worth clients according to their SEC filing dated March 18, 2026. View client details ↓
According to their SEC Form ADV, WEATHERHELM CAPITAL MANAGEMENT LLC offers portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
WEATHERHELM CAPITAL MANAGEMENT LLC manages $91 million in client assets according to their SEC filing dated March 18, 2026.
According to their SEC Form ADV, WEATHERHELM CAPITAL MANAGEMENT LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 12
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 78.09%
Average Client Assets: $5.9 million
Total Client Accounts: 211
Discretionary Accounts: 204
Non-Discretionary Accounts: 7
Regulatory Filings
CRD Number: 175019
Filing ID: 2074780
Last Filing Date: 2026-03-18 10:14:45