Multi-Family OfficeRIA · CRD 141275SEC-Registered

Updated:

Notaro Wealth Advisory

Notaro Wealth Advisory is a multi-family office offering wealth management and investment advisory to high-net-worth families.

Notaro Wealth Advisory

NOTARO WEALTH ADVISORY is an SEC-registered investment adviser in CAMBRIDGE SPRINGS, PA. The firm manages approximately $10 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Multi Family Office

Year founded

AUM

Undisclosed

Location

Region

Country

City

Corporate office

Frequently asked questions

Who runs investment decisions at Notaro Wealth Advisory?

The investment decision-makers at Notaro Wealth Advisory are not publicly identified. No principals, CIOs, or managing partners are listed in public sources, including the firm's website (which appears not to exist online) or LinkedIn. This lack of transparency is typical of many smaller multi-family offices that do not actively market.

How does Notaro Wealth Advisory source proprietary deal flow?

Proprietary deal flow sourcing methods are not disclosed by Notaro Wealth Advisory. As a multi-family office, it may leverage relationships with external asset managers, direct co-investment opportunities, or networks of other family offices, but no specific sourcing model is public. The firm's approach to generating proprietary opportunities remains unconfirmed.

Is Notaro Wealth Advisory structured as a single family office or does it operate more like a venture firm?

Notaro Wealth Advisory operates as a multi-family office, serving multiple high-net-worth families rather than a single family. It does not appear to function as a venture capital firm or alternative asset manager with dedicated funds. The multi-family office structure typically allows pooling of capital across client families.

Does Notaro Wealth Advisory participate in fund commitments or only direct deals?

The firm's investment approach regarding fund commitments versus direct deals is not publicly documented. Multi-family offices commonly engage in both fund investments and direct co-investments, but Notaro Wealth Advisory has not disclosed its allocation strategy. Public records do not confirm any specific fund or direct deal activity.

What investment stages does Notaro Wealth Advisory typically target?

Target investment stages are not publicly specified for Notaro Wealth Advisory. The firm may invest across stages from growth equity to distressed assets, typical for multi-family offices managing diversified portfolios. Without public disclosure, stage preference remains unknown.

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