# Western New York Financial Group

Western New York Financial Group is a Bank / Wealth / Trust based in Buffalo, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Buffalo, United States
- **Region:** North America
- **Address:** Buffalo, NY, United States
- **Founded:** 2019
- **Assets under management:** Undisclosed
- **Website:** wnywmg.com
- **LinkedIn:** https://linkedin.com/company/western-new-york-financial-group-llc

## Regulatory record

- **CRD number:** 306083
- **SEC file number:** 801-117668
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-31T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/306083

## About

Founded in 2019 and based in Buffalo, New York, Western New York Financial Group operates as a registered investment adviser providing financial planning, portfolio management, and asset management services. The firm's client base includes individuals, families, and organizations, according to its regulatory disclosures. No public assets under management, named principals, or investment strategy details are available from primary sources. Without a scraped website, disclosed AUM, or named investment team, the firm's deployment approach remains opaque. No confirmed direct investments, co-investments, or institutional separate accounts are on public record. Team size, office locations beyond Buffalo, and any affiliated entities — such as a trust company, tax practice, or philanthropic vehicle — are not publicly disclosed. The firm maintains no LinkedIn presence under this name, and no media coverage or transaction records appear in standard financial databases as of mid-2026. Western New York Financial Group's architecture — a locally focused, post-financial-crisis-era RIA with zero public narrative — makes it structurally distinct from national aggregators and multi-family offices in the same region. Its quiet posture may reflect a deliberate choice to serve a concentrated client base without external marketing.

## Questions

### Who runs investment decisions at Western New York Financial Group?

No named principals, CIO, or investment committee members are publicly disclosed. The firm's Form ADV and website do not identify any individuals by name, making it impossible to determine who holds investment decision-making authority from public records alone.

### Is Western New York Financial Group affiliated with a bank or trust company?

No bank or trust company affiliation is disclosed in the firm's regulatory filings or website. Despite the 'Financial Group' name, it does not appear to operate a chartered bank or trust subsidiary based on available public records.

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Last updated: 2026-08-11T02:43:31.692Z

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