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EFPR Wealth Advisors
EFPR Wealth Advisors, LLC is a state-registered investment adviser in Rochester, NY. It has 2 employees and 1 investment adviser. The firm is based in New York.
Overview
EFPR Wealth Advisors, LLC is a state-registered investment adviser in Rochester, NY. It has 2 employees and 1 investment adviser. The firm is based in New York.
General information
Firm type
Multi Family Office
Location
Region
North America
Sector focus
Frequently asked questions
Does EFPR Wealth Advisors make direct investments or private market deals?
Based on public record, the firm does not appear to make direct investments in private companies or hold known portfolio positions. Its approach is an outsourced CIO model — constructing and managing diversified portfolios using third-party funds and SMAs rather than proprietary deal-making.
What is the geographic focus of EFPR Wealth Advisors?
The firm primarily serves clients in the Northeastern United States, given its roots in the EFPR Group's upstate New York accounting practice. No additional offices or international operations have been publicly listed.
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