Wealthstream Advisors, Inc.
CRD 129428SEC# 801-63363New York, NY
No longer SEC-registered. Wealthstream Advisors, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$1.54B
Employees
22
Accounts
2,122
Location
New York, NY
Wealthstream Advisors, Inc. assets under management
Wealthstream Advisors, Inc. is an SEC-registered investment adviser based in New York, NY. It reports $1.5 billion in regulatory assets under management and employs 22 people.
Wealthstream Advisors, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Aaron Michael Tawil | Chief Operating Officer And Chief Compliance Officer | Under 5% | 2018 |
| Michael Eric Goodman Control | President | 50-75% | 2004 |
| Michael Stuart Kimmel | Senior Advisor And Principal | 5-10% | 2016 |
Frequently asked questions
How much does Wealthstream Advisors, Inc. manage?
Wealthstream Advisors, Inc. reports $1.5 billion in regulatory assets under management on its Form ADV.
How many employees does Wealthstream Advisors, Inc. have?
Wealthstream Advisors, Inc. reports 22 employees.
Where is Wealthstream Advisors, Inc. located?
Wealthstream Advisors, Inc. is based in New York, NY.
Does Wealthstream Advisors, Inc. disclose fund performance?
Wealthstream Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 60 East 42nd Street, Suite 1120, New York, NY 10165 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$1.54BNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 26%
Larger than 74% of 16,271 advisers
EmployeesTop 22%
More than 78% of 16,825 advisers
Assets under management
$1.54Bregulatory AUM
Discretionary $1.54B