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MACQUARIE WEALTH ADVISERS, LLC
CRD 141805 · SEC 801-67480
660 FIFTH AVENUE, NEW YORK, NY, 10103, United States
Phone
212-317-9200
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$4.29B
Discretionary AUM
$4.29B
Team
69 total employees; 14 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-04-29
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Investment companies | 9 | $3.73B |
| Pooled investment vehicles | 15 | $557.6M |
All web addresses on file
Official SEC filing: View on IAPD