Maidstone Wealth Management, LLC
● SEC registered since 2025CRD 291873SEC# 801-133919Cambridge, NY
Reg. AUM
$27.4M
Employees
1
Accounts
32
Location
Cambridge, NY
Maidstone Wealth Management, LLC assets under management
Maidstone Wealth Management, LLC is an investment advisory firm registered with the SEC based in Cambridge, NY. The firm has been registered since 2025. It reports $27.4 million in regulatory assets under management and employs 1 people.
Maidstone Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Stephen Howard Lulla Control | Managing Member/Chief Compliance Officer | Over 75% | 2017 |
Frequently asked questions
How much does Maidstone Wealth Management, LLC manage?
Maidstone Wealth Management, LLC reports $27.4 million in regulatory assets under management on its Form ADV.
How many employees does Maidstone Wealth Management, LLC have?
Maidstone Wealth Management, LLC reports 1 employees.
Where is Maidstone Wealth Management, LLC located?
Maidstone Wealth Management, LLC is based in Cambridge, NY and has been SEC-registered since 2025.
Does Maidstone Wealth Management, LLC disclose fund performance?
Maidstone Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4 East Main Street, Suite B, Cambridge, NY 12816 |
| Phone | 518-677-7358 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$27.4M▲ 7%
Jun '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 98%
Larger than 2% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$27.4Mregulatory AUM
Discretionary $27.4M