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Empire State Wealth Advisors
EMPIRE STATE WEALTH ADVISORS INC is an SEC-registered investment adviser in NEW CITY, NY. It has 2 employees and 1 investment adviser. The firm is based in New...
Empire State Wealth Advisors
EMPIRE STATE WEALTH ADVISORS INC is an SEC-registered investment adviser in NEW CITY, 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
Country
United States
Corporate office
United States
Frequently asked questions
What services does Empire State Wealth Advisors provide?
Empire State Wealth Advisors offers investment management, financial planning, and wealth advisory services to high-net-worth individuals and families. As an SEC-registered RIA, it operates under a fiduciary standard (per SEC public records).
Is Empire State Wealth Advisors a single-family office or multi-family office?
The firm appears structured as a multi-family office, serving multiple unrelated wealthy families. Its RIA registration and lack of a disclosed single-backer name point to this model (per SEC public records).
What is the firm's known asset allocation approach?
Publicly available filings indicate the firm manages assets across public equities, fixed income, and alternatives. No specific target allocations or proprietary strategy details are available.
Does Empire State Wealth Advisors make direct investments?
No public records show direct investments in private companies, real estate, or funds. The firm appears to focus on conventional portfolio management via third-party managers and securities.
Who founded Empire State Wealth Advisors?
The firm's founder is not identified in public sources. No principal name appears on SEC filings or professional profiles, making the founding history opaque.
What is the firm's AUM?
Empire State Wealth Advisors has not publicly disclosed its AUM. SEC filings may contain regulatory data but no specific figure is available in public sources.
How does this firm differ from a single-family office?
As a multi-family office RIA, it serves multiple clients under a common platform, unlike a single-family office that manages one family's capital. This structure creates distinct regulatory and fee obligations.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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