Weston Wealth Advisors, LLC

Weston Wealth Advisors, LLC (CRD# 158372) is a financial advisory firm headquartered in , . They manage $16,138,830 in 68 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
https://www.westonwealth.com
By the Numbers
  • Total Assets Under Management
    16
    MILLION
  • Total Number of Accounts
    68
    ACCOUNTS
  • Average Account Value
    $237,336
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
  • 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.

CA, CT, LA, NY

Financial Advisors at Weston Wealth Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jonathan Brochstein, financial advisor Forest Hills NY
Jonathan E. Brochstein
CRD#: 2530036
Forest Hills, NY

Jonathan Brochstein (CRD# 2530036) is an Investment Advisor Representative working at Weston Wealth Advisors, LLC in Forest Hills, NY and has over 29 years of experience in the finance industry.

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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