# Cultivating Wealth

Cultivating Wealth is a RIA based in Montauk, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Montauk, United States
- **Region:** North America
- **Address:** Brooklyn, United States
- **Founded:** 2016
- **Assets under management:** Undisclosed
- **Website:** cultivatingwealth.com
- **LinkedIn:** https://www.linkedin.com/company/51702386

## Regulatory record

- **CRD number:** 282447
- **SEC file number:** 801-107270
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/282447

## About

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.

## 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.

## Related profiles

- [Cultivation Capital](https://altss.com/profile/cultivation-capital)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/cultivating-wealth

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