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Wealthstream Advisors
Wealthstream Advisors is a bank / wealth / trust based in New York, founded 1996; the Altss profile covers its classification, headquarters, registration,...
Overview
Wealthstream Advisors has joined the Greenspring Advisors team. Please feel free to explore our website and get to know us better!
General information
Firm type
Bank / Wealth / Trust
Year founded
1996
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Frequently asked questions
How is Wealthstream Advisors compensated?
Wealthstream operates as a fee-only registered investment advisor, billing clients a percentage of assets under management for discretionary portfolio services with separate fixed or hourly fees for financial planning engagements. The firm does not collect commissions or referral fees, which aligns its incentives with client outcomes. This structure is disclosed in its regulatory filings as a fiduciary.
Who makes investment decisions at Wealthstream?
Investment decisions are made by the firm's portfolio management team, led by principals whose names and roles appear in Wealthstream's Form ADV filings with the SEC. The firm operates an investment committee that sets asset allocation targets and approves individual security selections. Specific leadership names are not widely publicized beyond regulatory disclosures, reflecting the firm's private-client orientation rather than an institutional marketing posture.
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