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Constitution Wealth LLC

CRD 313916SEC# 801-122652
Export (members)
No longer SEC-registered. Constitution Wealth LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$53.5M
Employees
7
Accounts
277
Location

Constitution Wealth LLC assets under management

Constitution Wealth LLC is an SEC-registered investment adviser. It reports $53.5 million in regulatory assets under management and employs 7 people.

Constitution Wealth LLC owners & executives

3 reported
NameTitleOwnershipSince
Allison Brooke Blake ControlChief Operating Officer5-10%2021
Christopher Paul Vanslyke ControlManaging Member/PrincipalOver 75%2021
Emily Rose Zerbato ControlChief Compliance OfficerUnder 5%2025

Frequently asked questions

How much does Constitution Wealth LLC manage?

Constitution Wealth LLC reports $53.5 million in regulatory assets under management on its Form ADV.

How many employees does Constitution Wealth LLC have?

Constitution Wealth LLC reports 7 employees.

Does Constitution Wealth LLC disclose fund performance?

Constitution Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Office hoursBy Appointment
Discloses disciplinary historyNo

Regulatory AUM

$53.5M▲ 134%
Jan '25 — $22.9MFeb '25 — $22.9MMar '25 — $53.5MApr '25 — $53.5MMay '25 — $53.5MJun '25 — $53.5MJul '25 — $53.5MAug '25 — $53.5MSep '25 — $53.5MOct '25 — $53.5MNov '25 — $53.5MDec '25 — $53.5MJan '26 — $53.5MFeb '26 — $53.5MMar '26 — $53.5MApr '26 — $53.5MMay '26 — $53.5MJun '26 — $53.5M
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 96%
Larger than 4% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers

Assets under management

$53.5Mregulatory AUM
Discretionary $53.5M