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Maidstone Wealth Management
MAIDSTONE WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser in CAMBRIDGE, NY, registered since 2025. The firm manages approximately $27 million in...
Maidstone Wealth Management
MAIDSTONE WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser in CAMBRIDGE, NY, registered since 2025. The firm manages approximately $27 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Frequently asked questions
What services does Maidstone Wealth Management provide?
As a registered investment advisor, Maidstone Wealth Management offers investment management and financial planning services to high-net-worth individuals and families. The firm is structured as a multi-family office, meaning it serves multiple families rather than a single clan. Public disclosures are minimal, so specific service offerings like tax planning or estate management are not confirmed.
Is Maidstone Wealth Management a single family office or a multi-family office?
Maidstone Wealth Management operates as an RIA that serves multiple families, consistent with a multi-family office model. The firm does not identify as a single-family office tied to a specific wealth origin. Its SEC registration as an investment advisor supports this classification.
What is Maidstone Wealth Management's investment strategy?
The firm does not publicly disclose its investment strategy or asset allocation. As an RIA, it likely manages portfolios across public equities, fixed income, and alternatives, but no specific targets or benchmarks are available. The absence of public marketing suggests a private, client-specific approach.
Who founded Maidstone Wealth Management?
Founding details for Maidstone Wealth Management are not publicly available. The firm's ownership structure and founding team are not disclosed on any accessible public records.
How can I verify Maidstone Wealth Management's credentials?
Maidstone Wealth Management, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). You can verify its registration and any regulatory disclosures through the SEC's Investment Adviser Public Disclosure (IAPD) database. The firm's registration status confirms it operates under US securities laws.
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