# Westchester Wealth Advisors, LLC

> Westchester Wealth Advisors, LLC is a state-registered investment advisory firm in Rye Brook, NY, registered since 2007, reporting under $25 million in regulatory assets under management in its Form ADV filing dated November 15, 2023.

- CRD: 145114
- Filed as: WESTCHESTER WEALTH ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Rye Brook, NY
- Filing period: October 2026
- Form ADV filing dated: November 15, 2023
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/145114
- AdvisorCensus page: https://advisorcensus.com/firm/westchester-wealth-advisors-llc-rye-brook-ny-145114

## Quick answers

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

**Where is Westchester Wealth Advisors, LLC located?**
Westchester Wealth Advisors, LLC's principal office is in Rye Brook, NY, according to its Form ADV.

**Is Westchester Wealth Advisors, LLC registered with the SEC or a state?**
Westchester Wealth Advisors, LLC is a state-registered investment advisory firm, registered since 2007. Status as filed: APPROVED. CRD 145114.

**How much does Westchester Wealth Advisors, LLC manage?**
Westchester Wealth Advisors, LLC reports $4,129,063 in regulatory assets under management in its Form ADV filing dated November 15, 2023 (100% discretionary).

**What types of clients does Westchester Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (17).

**Does Westchester Wealth Advisors, LLC 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/145114

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $4,129,063
- Discretionary: $4,129,063
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 17 | $4,129,063 |

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

### Firm details
- Registered since: 2007 (19 years)
- 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)
- westadv.net

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Westchester Wealth Advisors, LLC (CRD 145114): Form ADV filing data as of October 2026.