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Addition Wealth
Addition Wealth is a New York-based multi-family office focused on financial planning, tax, and estate advisory for high-net-worth families.
Addition Wealth
ADDITION WEALTH is an SEC-registered investment adviser since 2022. The firm has 23 employees and 13 investment advisers. It operates with a team of registered professionals.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Sector focus
Frequently asked questions
Who runs investment decisions at Addition Wealth?
Addition Wealth does not publicly name its investment decision-makers. Given its focus on financial planning rather than direct asset management, it is likely that investment decisions are handled by the firm's advisory team in coordination with external managers and the families they serve.
Is Addition Wealth structured as a single family office or a multi-family office?
Addition Wealth is a multi-family office, serving multiple high-net-worth families through financial planning, tax strategy, and estate coordination. Unlike a single-family office, it is not tied to one family's capital.
Does Addition Wealth participate in fund commitments or only direct deals?
Addition Wealth focuses on financial planning and advisory services rather than direct investing or fund commitments. The firm does not disclose any direct investment activity or fund involvement.
What investment stages does Addition Wealth typically target?
Addition Wealth does not target specific investment stages, as it operates primarily as a financial planning and advisory firm rather than an institutional investor.
Which sectors does Addition Wealth avoid?
Addition Wealth has not publicly disclosed any sector exclusions. The firm's advisory focus suggests it does not maintain a sector-specific mandate.
How is Addition Wealth related to any parent or related vehicle?
Addition Wealth is not publicly linked to any parent company, sister vehicle, or spinout. It appears to operate as an independent multi-family office.
Where does the underlying wealth served by Addition Wealth come from?
The source of wealth for families served by Addition Wealth is not publicly disclosed. The firm does not attribute its client base to any specific industry or fortune.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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