Key facts
- LONG ISLAND WEALTH MANAGEMENT, INC. is a other based in MELVILLE, NY.
- LONG ISLAND WEALTH MANAGEMENT, INC. reports $3.2M in regulatory assets under management, per its SEC Form ADV (2026-04).
Registered with the SEC
Form ADV · 2026-04 · CRD 173363- Regulatory AUM
- $3.2M
- Private fund assets
- —
- Private funds
- —
- Staff
- 1
- Registered office
- MELVILLE, NY
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV.
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Portfolio
Portfolio — not yet on record
No portfolio companies for LONG ISLAND WEALTH MANAGEMENT, INC. are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is LONG ISLAND WEALTH MANAGEMENT, INC.'s AUM?
- LONG ISLAND WEALTH MANAGEMENT, INC. manages approximately $3.2M in assets.