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Wexford Wealth Advisors LLC
WEXFORD WEALTH ADVISORS LLC is an SEC-registered investment adviser in WEXFORD, PA. The firm manages $69 million in assets, $66 million on a discretionary...
Wexford Wealth Advisors LLC
WEXFORD WEALTH ADVISORS LLC is an SEC-registered investment adviser in WEXFORD, PA. The firm manages $69 million in assets, $66 million on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Year founded
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AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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Frequently asked questions
What type of firm is Wexford Wealth Advisors?
Wexford Wealth Advisors is a registered investment advisor (RIA) and multi-family office. As an RIA, it operates under a fiduciary standard, legally required to act in clients' best interests when providing investment advice.
Does Wexford Wealth Advisors disclose its AUM?
No. The firm does not publish AUM figures in any known public filings, marketing materials, or regulatory databases. Its scale is not verifiable from available sources.
What services does Wexford Wealth Advisors offer?
The firm offers wealth management services including investment management, financial planning, estate planning, and tax advisory. Its investment approach likely spans public equities, fixed income, and alternative investments, tailored to individual client goals.
Where is Wexford Wealth Advisors headquartered?
The firm's headquarters location is not publicly confirmed in the available records. It operates as a US-based registered investment advisor, with no additional office locations disclosed.
How can one verify Wexford Wealth Advisors' regulatory status?
As a registered investment advisor, the firm's status can be verified through the SEC's Investment Adviser Public Disclosure (IAPD) database or the appropriate state securities regulator's records.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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