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MAIDSTONE WEALTH MANAGEMENT, LLC
CRD 291873 · SEC 801-133919
4 EAST MAIN STREET, SUITE B, CAMBRIDGE, NY, 12816, United States
Phone
518-677-7358
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$27.4M
Discretionary AUM
$27.4M
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Publication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 18 | $7.4M |
| High net worth individuals | 15 | $20.0M |
States served
NY
All web addresses on file
Official SEC filing: View on IAPD