# Waterford Advisors

Waterford Advisors is a Bank / Wealth / Trust based in Orchard Park, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Orchard Park, United States
- **Region:** North America
- **Address:** Orchard Park, NY, United States
- **Founded:** 2004
- **Assets under management:** Undisclosed
- **Website:** http://www.waterford-financial.com
- **LinkedIn:** https://www.linkedin.com/company/waterford-advisors-llc

## Regulatory record

- **CRD number:** 119442
- **SEC file number:** 801-62941
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/119442

## About

Waterford Advisors is an SEC-registered investment adviser in Orchard Park, NY, registered since 2004. The firm manages approximately $399 million in assets. It has 10 employees and 7 investment advisers.

## Questions

### How does Waterford Advisors describe its own investment philosophy?

There is no public description of the firm's investment philosophy. No website, white paper, interview, or regulatory filing supplies language on risk tolerance, asset-allocation frameworks, or preferred investment vehicles. The firm has not contributed to industry publications or appeared on conference agendas.

### What is Waterford Advisors' known posture on alternative investments?

No posture on alternatives is known. The firm has not disclosed allocations to private equity, venture capital, hedge funds, or real assets in any public forum, and it does not appear as a limited partner in any publicly reported fund closes tracked by industry databases. Without direct sourcing, the alternatives appetite cannot be characterized.

### Has Waterford Advisors disclosed any key personnel or investment committee members?

No. No named principals, advisors, or investment-committee members have appeared in LinkedIn profiles, regulatory filings, press releases, or local business publications under the Waterford Advisors banner. The leadership team remains entirely undisclosed on the current public record.

## Related profiles

- [Watercolor Financial](https://altss.com/profile/watercolor-financial)
- [Waterford Group](https://altss.com/profile/waterford-group)

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Last updated: 2026-08-10T19:36:47.593Z

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