Be advised. This firm is no longer registered.

Constellation Wealth Advisors LLC

Constellation Wealth Advisors LLC (CRD# 142502) is a financial advisory firm headquartered in New York, NY. They manage $5,045,511,275 in 4,226 accounts and serve the financial needs of clients across 35 states (or territories).

By the Numbers
  • Total Assets Under Management
    5,046
    MILLION
  • Total Number of Accounts
    4,226
    ACCOUNTS
  • Average Account Value
    $1,193,921
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, LA, MA, MD, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA

Financial Advisors at Constellation Wealth Advisors LLC
No Advisor Found.
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