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WACHTEL CAPITAL ADVISORS, LLC
CRD 311280
8 WHITEHALL RD, SUITE 200B, TOWACO, NJ, 07082, United States
Phone
(973) 794-3600
Fax
(973) 794-3601
Registration
— (—)
Source
State registered
Total AUM
$44.9M
Discretionary AUM
$44.9M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-10
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 69 | $18.2M |
| High net worth individuals | 17 | $26.1M |
| Pension/profit sharing plans | 1 | $500K |
| Charitable organizations | 2 | $154K |
All web addresses on file
Official SEC filing: View on IAPD