# Conestoga Wealth Management

> Conestoga Wealth Management is a state-registered investment advisory firm in Exton, PA, registered since 2011, with no regulatory assets under management reported in its Form ADV filing dated March 31, 2026.

- CRD: 158981
- Filed as: CONESTOGA WEALTH MANAGEMENT
- Legal name: Conestoga Endeavors LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Exton, PA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/158981
- AdvisorCensus page: https://advisorcensus.com/firm/conestoga-wealth-management-exton-pa-158981

## Quick answers

**How is Conestoga Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Conestoga Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Conestoga Wealth Management located?**
Conestoga Wealth Management's principal office is in Exton, PA, according to its Form ADV.

**Is Conestoga Wealth Management registered with the SEC or a state?**
Conestoga Wealth Management is a state-registered investment advisory firm, registered since 2011. Status as filed: APPROVED. CRD 158981.

**Does Conestoga Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/158981

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Other

### Advisory services (Item 5.G)
- Financial planning services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2011 (14 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- conestogawealthmanagement.com
- regardingwealth.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Conestoga Wealth Management (CRD 158981): Form ADV filing data as of October 2026.