# EFPR Wealth Advisors

EFPR Wealth Advisors is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Region:** North America
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 316165
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/316165

## About

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.

## Sectors

- Wealth Management
- Financial Planning
- Estate Planning

## 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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Last updated: 2026-07-06T01:24:15.808Z

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