Weston Wealth Advisors, LLC
Weston Wealth Advisors, LLC (CRD# 158372) is a financial advisory firm headquartered in , . They manage $13,177,241 in 33 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management13MILLION
Total Number of Accounts33ACCOUNTS
Average Account Value$399,310
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, CT, NY
Jonathan Brochstein (CRD# 2530036) is an Investment Advisor Representative working at Weston Wealth Advisors, LLC in New York, NY and has over 23 years of experience in the finance industry.