Overview
Assets Under Management: $114 million
High-Net-Worth Clients: 40
Average Client Assets: $3 million
Frequently Asked Questions
WEBSTER STREET INVESTMENT ADVISORS 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 #298027), WEBSTER STREET INVESTMENT ADVISORS LLC is subject to fiduciary duty under federal law.
WEBSTER STREET INVESTMENT ADVISORS LLC serves 40 high-net-worth clients according to their SEC filing dated February 19, 2026. View client details ↓
According to their SEC Form ADV, WEBSTER STREET INVESTMENT ADVISORS LLC offers portfolio management for individuals. View all service details ↓
WEBSTER STREET INVESTMENT ADVISORS LLC manages $114 million in client assets according to their SEC filing dated February 19, 2026.
According to their SEC Form ADV, WEBSTER STREET INVESTMENT ADVISORS LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 40
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 89.00
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 149
Discretionary Accounts: 149
Regulatory Filings
CRD Number: 298027
Filing ID: 2046286
Last Filing Date: 2026-02-19 09:22:04