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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    33
    ACCOUNTS
  • Average Account Value
    $399,310
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
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.

CA, CT, NY

Financial Advisors at Weston Wealth Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jonathan E. Brochstein
CRD#: 2530036
New York, NY
93
Wealthminder
score

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.

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