# Wealthstream Advisors

Wealthstream Advisors is a Bank / Wealth / Trust based in New York, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Founded:** 1996
- **Assets under management:** Undisclosed
- **Website:** www.wealthstreamadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/wealthstream-advisors-inc-

## Regulatory record

- **Reports private funds:** No

## About

Wealthstream Advisors has joined the Greenspring Advisors team. Please feel free to explore our website and get to know us better!

## 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.

## Related profiles

- [WealthStar Advisors](https://altss.com/profile/wealthstar-advisors)
- [Lake Avenue Financial](https://altss.com/profile/wealthtech-partners)

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Last updated: 2026-06-03T20:00:00.000Z

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