Wealthstream Advisors, Inc.

Wealthstream Advisors, Inc. (CRD# 129428) is a financial advisory firm headquartered in New York, NY. They manage $1,347,237,878 in 1,931 accounts and serve the financial needs of clients across 15 states (or territories).

Current Firm Details
60 East 42nd Street, Suite 1120, New York, NY 10165
https://www.instagram.com/wealthstreamadvisors/?hl=en
By the Numbers
  • Total Assets Under Management
    1,347
    MILLION
  • Total Number of Accounts
    1,931
    ACCOUNTS
  • Average Account Value
    $697,689
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CT, FL, GA, MA, MD, NC, NH, NJ, NY, OR, PA, TX, VA

Financial Advisors at Wealthstream Advisors, Inc.
Showing 11 - 12 of 12 top financial advisors.
11
Joseph Orff, financial advisor New York NY
Joseph P. Orff
CRD#: 6745772
60 East 42nd Street, Suite 1120, New York, NY 10165

Joseph Orff (CRD# 6745772) is an Investment Advisor Representative working at Wealthstream Advisors, Inc. in New York, NY and has 1 year of experience in the finance industry.

12
James Perriello, financial advisor New York NY
James N. Perriello
CRD#: 7829341
60 East 42nd Street, Suite 1120, New York, NY 10165

James Perriello (CRD# 7829341) is an Investment Advisor Representative working at Wealthstream Advisors, Inc. in New York, NY and has 1 year of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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