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Macquarie Wealth Advisers, LLC
MACQUARIE WEALTH ADVISERS, LLC is an SEC-registered investment adviser in NEW YORK, NY, since 2007. The firm manages approximately $4.3 billion in assets.
Overview
MACQUARIE WEALTH ADVISERS, LLC is an SEC-registered investment adviser in NEW YORK, NY, since 2007. The firm manages approximately $4.3 billion in assets. It has 69 employees and 14 investment advisers.
General information
Firm type
Multi Family Office
Frequently asked questions
Who are the principals at Macquarie Wealth Advisers, LLC?
No named principals are publicly available. The firm does not appear to list a leadership team on its website or in regulatory filings accessible to Altss.
What is the firm's investment approach?
Without disclosed materials, the investment approach is unknown. The firm's AUM, asset-class mix, and geographic focus are not publicly reported.
Is Macquarie Wealth Advisers, LLC regulated?
As an RIA, the firm is registered with the SEC or state securities regulators, subject to fiduciary standards and periodic filing requirements. Its registration status can be verified through the SEC's Investment Adviser Public Disclosure (IAPD) database.
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