Updated:
Cultivating Wealth
Cultivating Wealth was established in 2016. It functions as a registered investment advisor serving individuals, high-net-worth individuals, families,...
Overview
Cultivating Wealth was established in 2016. It functions as a registered investment advisor serving individuals, high-net-worth individuals, families, trusts, estates, and charitable organizations. The firm delivers investment management and financial planning services. Mandates are accepted on both discretionary and non-discretionary terms. No specific asset-class allocations or named holdings are publicly detailed. No additional offices, team size, or recent operational events from the last 24 months appear in available records.
General information
Firm type
Wealth Manager
Year founded
2016
Location
Region
North America
Country
United States
City
Montauk
Corporate office
Brooklyn, United States
Frequently asked questions
What services does Cultivating Wealth provide?
The firm offers investment management and financial planning on discretionary and non-discretionary bases.
Which clients does Cultivating Wealth advise?
Clients include individuals, high-net-worth individuals, families, trusts, estates, and charitable organizations.
Is Cultivating Wealth a registered investment advisor?
Yes. It operates as a US-registered investment advisor.
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