EDELSTEIN WEALTH MANAGEMENT, LLC
CRD #121596 SEC #801-63169 BOSTON, MA 617.227.6161
SEC Registered
Total AUM
$29.6M
Discretionary
$0
Employees
5
Clients
10
Accounts
23
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 11, 2004
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HIGGINS, DENIS, COLIN | I | MEMBER & DIR. OF WEALTH MANAGEMENT | C | Control |
| JARASITIS, GERALD, PAUL | I | MEMBER & TREASURER | C | Control |
| KAPLOWITCH, SCOTT, BRIAN | I | MEMBER & CLERK | C | Control |
| MAHONEY, WILLIAM, DOUGLAS | I | MANAGING MEMBER | C | Control |
Registrations
Federal
IA
May 11, 2004 REGISTERED
Notice Filings (1)
MA
Address
24 SCHOOL STREETBOSTON, MA 2108
USA
Phone: 617.227.6161