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Maidstone Wealth Management, LLC

● SEC registered since 2025CRD 291873SEC# 801-133919Cambridge, NY
Export (members)
Reg. AUM
$25.5M
Employees
1
Accounts
33
Location
Cambridge, NY

Maidstone Wealth Management, LLC assets under management

Maidstone Wealth Management, LLC is an investment advisory firm registered with the SEC based in Cambridge, NY. The firm has been registered since 2025. It reports $25.5 million in regulatory assets under management and employs 1 people.

Maidstone Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Stephen Howard Lulla ControlManaging Member/Chief Compliance OfficerOver 75%2017

Frequently asked questions

How much does Maidstone Wealth Management, LLC manage?

Maidstone Wealth Management, LLC reports $25.5 million in regulatory assets under management on its Form ADV.

How many employees does Maidstone Wealth Management, LLC have?

Maidstone Wealth Management, LLC reports 1 employees.

Where is Maidstone Wealth Management, LLC located?

Maidstone Wealth Management, LLC is based in Cambridge, NY and has been SEC-registered since 2025.

Does Maidstone Wealth Management, LLC disclose fund performance?

Maidstone Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4 East Main Street, Suite B, Cambridge, NY 12816
Phone518-677-7358
Office hours9a.m. - 5p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$25.5M
Non-discretionary$0
Total (RAUM)$25.5M