# Fifth Avenue Wealth Advisors

Fifth Avenue Wealth Advisors is a RIA based in New York.

## Overview

- **Organization type:** RIA
- **Headquarters:** New York
- **Assets under management:** Undisclosed
- **Website:** fifthavenuewealth.com

## Regulatory record

- **CRD number:** 166896
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/166896

## About

Fifth Avenue Wealth is a fee-only independent registered investment advisor with a fiduciary duty to always act in clients' best interests. The firm offers objective investment advice, comprehensive financial planning and tax-efficient investment strategies to high net worth individuals, senior corporate executives, and attorneys.

## People

- Jim — Co-Founder
- Paul — Co-Founder

## Questions

### Why does Fifth Avenue Wealth Advisors have no website or public presence?

For families whose wealth predates the modern era of institutional marketing, a public profile offers no benefit and potential security and solicitation risk. The absence of a website and LinkedIn presence is a deliberate choice to maintain a low profile, avoid unsolicited deal flow, and comply strictly with the private-family-office exemption from SEC registration.

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Last updated: 2026-08-11T15:06:42.396Z

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