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Macquarie Wealth Advisers, LLC
Macquarie Wealth Advisers, LLC is a registered investment advisor with limited public disclosures on scale, strategy, or client base.
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. It has 69 employees and 14 investment advisers.
General information
Firm type
Multi Family Office
Year founded
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AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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Frequently asked questions
What services does Macquarie Wealth Advisers, LLC offer?
As an RIA, the firm likely provides financial planning, investment management, and wealth advisory services. Its LLC structure may allow flexible fee arrangements and custom portfolio solutions, but specific offerings are not publicly documented.
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.
Does Macquarie Wealth Advisers, LLC have a connection to Macquarie Group?
The name similarity suggests a potential affiliation with the Macquarie Group, an Australian financial services conglomerate, but no direct connection is confirmed in public records. The firm's registration as an independent LLC may indicate a separate advisory practice.
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.
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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