# Notaro Wealth Advisory

Notaro Wealth Advisory is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **Website:** https://notarowealthadvisory.com
- **LinkedIn:** https://www.linkedin.com/company/jeffrey-notaro-22358844

## Regulatory record

- **CRD number:** 141275
- **SEC file number:** 801-134533
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/141275

## About

Notaro Wealth Advisory is an independent registered investment adviser and fee-only fiduciary. The firm delivers institutional-grade portfolio architecture and risk control with undivided fiduciary alignment. It brings senior institutional expertise, advanced risk engineering, and direct founder-level attention to private clients, entrepreneurs, and established families.

## People

- Jeffrey Notaro — CFP®, Managing Principal, Chief Executive Officer & Founder
- Jeffrey Notaro — CFP®, firm's principal

## Questions

### 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.

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- [Forest Hill Financial Advisory Group LLC](https://altss.com/profile/forest-hill-financial-advisory-group-llc)
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Last updated: 2026-08-11T15:07:34.613Z

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