# Westchester Wealth Management

Westchester Wealth Management is a RIA based in Harrison, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Harrison, United States
- **Region:** North America
- **Address:** Harrison, NY, United States
- **Assets under management:** Undisclosed
- **Website:** westchestercapitalmanagement.com

## Regulatory record

- **CRD number:** 332418
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/332418

## About

WESTCHESTER WEALTH MANAGEMENT is a state-registered investment adviser with $10 million in regulatory assets under management. The firm manages $5 million on a discretionary basis. It has 1 employee and 1 investment adviser.

## Questions

### Is Westchester Wealth Management a fiduciary?

As a registered investment adviser, the firm holds a formal fiduciary duty to its clients under the Investment Advisers Act of 1940. This means it must place client interests ahead of its own and disclose any material conflicts — a legal standard that exceeds the suitability obligations governing broker-dealers. Its fee-only structure removes commission-based conflicts.

## Related profiles

- [M83 Investment Group](https://altss.com/profile/m83-investment-group-llc)
- [WISDOM WEALTH MANAGEMENT](https://altss.com/profile/wisdom-wealth-management)

---

Last updated: 2026-07-11T13:55:42.000Z

Canonical page: https://altss.com/profile/westchester-wealth-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology