Constellation Wealth Advisors

Constellation Wealth Advisors is an SEC-registered investment adviser in Cincinnati, Ohio, registered since 2008. The firm manages $5.4 billion in assets,...

Overview

Constellation Wealth Advisors is an SEC-registered investment adviser in Cincinnati, Ohio, registered since 2008. The firm manages $5.4 billion in assets, with $5.3 billion on a discretionary basis. It has 26 employees and 20 investment advisers.

Website

constellation-wealth.com

linkedin.com/company/constellation-wealth

General information

Firm type

Bank / Wealth / Trust

Year founded

2008

Location

Region

North America

Country

United States

City

Chicago

Sector focus

DiversifiedTravel & Leisure

What asset classes does Constellation Wealth Advisors target?

Recorded strategies include venture capital and buyout alongside complex situations.

Where is Constellation Wealth Advisors based?

The firm is based in Cincinnati, United States.

Profile maintained by Altss. Updated: Jun 3, 2026. To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.

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