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Wealthstream Advisors, Inc.

CRD 129428SEC# 801-63363New York, NY
Export (members)
No longer SEC-registered. Wealthstream Advisors, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$1.54B
Employees
22
Accounts
2,122
Location
New York, NY

Wealthstream Advisors, Inc. assets under management

Wealthstream Advisors, Inc. is an SEC-registered investment adviser based in New York, NY. It reports $1.5 billion in regulatory assets under management and employs 22 people.
View on SEC.gov ↗

Wealthstream Advisors, Inc. owners & executives

3 reported
NameTitleOwnershipSince
Aaron Michael TawilChief Operating Officer And Chief Compliance OfficerUnder 5%2018
Michael Eric Goodman ControlPresident50-75%2004
Michael Stuart KimmelSenior Advisor And Principal5-10%2016

Frequently asked questions

How much does Wealthstream Advisors, Inc. manage?

Wealthstream Advisors, Inc. reports $1.5 billion in regulatory assets under management on its Form ADV.

How many employees does Wealthstream Advisors, Inc. have?

Wealthstream Advisors, Inc. reports 22 employees.

Where is Wealthstream Advisors, Inc. located?

Wealthstream Advisors, Inc. is based in New York, NY.

Does Wealthstream Advisors, Inc. disclose fund performance?

Wealthstream Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address60 East 42nd Street, Suite 1120, New York, NY 10165
Office hours9:00 a.m. - 5:00 p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$1.54B
Non-discretionary$0
Total (RAUM)$1.54B