# Westchester Wealth Advisors, LLC

Westchester Wealth Advisors, LLC is a Multi Family Office based in Rye Brook, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Rye Brook, United States
- **Region:** North America
- **Address:** Tampa, FL, United States
- **Assets under management:** Undisclosed
- **Website:** westwealthadv.com

## Regulatory record

- **CRD number:** 145114
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/145114

## About

WESTCHESTER WEALTH ADVISORS, LLC is a state-registered investment adviser in RYE BROOK, NY. The firm manages approximately $4 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Sectors

- Wealth Management
- Financial Planning

## Questions

### How is Westchester Wealth Advisors regulated?

The firm is registered as a Registered Investment Adviser (RIA) with the Securities and Exchange Commission (SEC), subject to fiduciary duties and periodic regulatory examinations.

### What is the firm's investment philosophy?

Westchester Wealth Advisors emphasizes long-term diversified portfolios spanning public equities, fixed income, alternatives, and cash. The approach prioritizes wealth preservation and multi-generational planning.

### Does Westchester Wealth Advisors offer tax and estate planning?

Yes, tax optimization and estate planning are core offerings integrated with investment management to minimize tax liabilities and facilitate wealth transfer across generations.

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- [Herrick Portfolio Management Co.](https://altss.com/profile/herrick-portfolio-management-co)
- [JK Financial Planning](https://altss.com/profile/jk-financial-planninginc)

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Last updated: 2026-08-10T23:49:37.812Z

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