# Maidstone Wealth Management, LLC

> Maidstone Wealth Management, LLC is an SEC-registered investment advisory firm in Cambridge, NY, registered since 2025, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 16, 2026.

- CRD: 291873
- Filed as: MAIDSTONE WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Cambridge, NY
- Filing period: October 2026
- Form ADV filing dated: March 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/291873
- AdvisorCensus page: https://advisorcensus.com/firm/maidstone-wealth-management-llc-cambridge-ny-291873

## Quick answers

**How is Maidstone Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Maidstone Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**How much does Maidstone Wealth Management, LLC charge?**
Its Form ADV Part 2A brochure dated March 16, 2026 states: Hourly rate: $150 an hour (financial planning and consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Maidstone Wealth Management, LLC located?**
Maidstone Wealth Management, LLC's principal office is in Cambridge, NY, according to its Form ADV.

**Is Maidstone Wealth Management, LLC registered with the SEC or a state?**
Maidstone Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 291873.

**How much does Maidstone Wealth Management, LLC manage?**
Maidstone Wealth Management, LLC reports $27,378,400 in regulatory assets under management in its Form ADV filing dated March 16, 2026 (100% discretionary).

**What types of clients does Maidstone Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (18); high net worth individuals (15).

**Which custodians does Maidstone Wealth Management, LLC use?**
Maidstone Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Interactive Brokers LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Maidstone Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/291873

**What changed in Maidstone Wealth Management, LLC's recent Form ADV filings?**
In the December 2025 filing data: Newly registered with the SEC.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 16, 2026)

- Hourly rate: $150 an hour (financial planning and consulting services)

> Our hourly fees are generally set at $150 per hour.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Interactive Brokers LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $27,378,400
- Discretionary: $27,378,400
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 18 | $7,400,935 |
| High net worth individuals | 15 | $19,977,465 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- maidstone-wm.com
- Facebook @STEPHEN.LULLA
- Facebook @maidstonewealthmanagement
- LinkedIn @STEPHEN-LULLA-04094224

## Changes in the filing (last 12 months)

### December 2025
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Maidstone Wealth Management, LLC (CRD 291873): Form ADV filing data as of October 2026.