Nottingham Wealth Partners, Inc.
● SEC registered since 2021CRD 306971SEC# 801-120561Syracuse, NY
Reg. AUM
$80.5M
Employees
7
Accounts
299
Location
Syracuse, NY
Nottingham Wealth Partners, Inc. assets under management
Nottingham Wealth Partners, Inc. is a registered investment adviser overseen by the SEC based in Syracuse, NY. The firm has been registered since 2021. It reports $80.5 million in regulatory assets under management and employs 7 people.
Nottingham Wealth Partners, Inc. owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anthony Franklin Van Ore Control | Chief Compliance Officer | Under 5% | 2023 |
| Chasity Maureen Jaynes Control | Chief Operating Officer | Under 5% | 2022 |
| Community Bank N.A. Control | Owner | Over 75% | 2020 |
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Join to unlock · $37/moFrequently asked questions
How much does Nottingham Wealth Partners, Inc. manage?
Nottingham Wealth Partners, Inc. reports $80.5 million in regulatory assets under management on its Form ADV.
How many employees does Nottingham Wealth Partners, Inc. have?
Nottingham Wealth Partners, Inc. reports 7 employees.
Where is Nottingham Wealth Partners, Inc. located?
Nottingham Wealth Partners, Inc. is based in Syracuse, NY and has been SEC-registered since 2021.
Does Nottingham Wealth Partners, Inc. disclose fund performance?
Nottingham Wealth Partners, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 333 Butternut Dr., Syracuse, NY 13214 |
| Phone | 561-472-2312 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$80.5M▲ 23%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 94%
Larger than 6% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$80.5Mregulatory AUM
Discretionary $80.5M