WEALTHSTREAM ADVISORS, INC.
CRD #129428 SEC #801-63363 NEW YORK, NY (212) 971-9241
SEC Registered
Total AUM
$1.5B
Discretionary
$1.5B
Employees
22
Clients
251
Accounts
2,122
Firm Details
- Organization Type
- Corporation
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 24, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| TAWIL, AARON, MICHAEL | I | CHIEF OPERATING OFFICER | NA | |
| TAWIL, AARON, MICHAEL | I | CHIEF OPERATING OFFICER | NA | |
| TAWIL, AARON, MICHAEL | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | |
| TAWIL, AARON, MICHAEL | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | |
| TAWIL, AARON, MICHAEL | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | |
| TAWIL, AARON, MICHAEL | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | |
| TAWIL, AARON, MICHAEL | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | |
| TAWIL, AARON, MICHAEL | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | |
| TAWIL, AARON, MICHAEL | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | |
| TAWIL, AARON, MICHAEL | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | |
| TAWIL, AARON, MICHAEL | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | |
| TAWIL, AARON, MICHAEL | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | |
| TAWIL, AARON, MICHAEL | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | |
| TAWIL, AARON, MICHAEL | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | |
| TAWIL, AARON, MICHAEL | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | |
| TAWIL, AARON, MICHAEL | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | |
| TAWIL, AARON, MICHAEL | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | |
| TAWIL, AARON, MICHAEL | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | |
| TAWIL, AARON, MICHAEL | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | |
| GOODMAN, MICHAEL, ERIC | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| GOODMAN, MICHAEL, ERIC | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| GOODMAN, MICHAEL, ERIC | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| GOODMAN, MICHAEL, ERIC | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| GOODMAN, MICHAEL, ERIC | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| GOODMAN, MICHAEL, ERIC | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| GOODMAN, MICHAEL, ERIC | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| GOODMAN, MICHAEL, ERIC | I | PRESIDENT | E | Control |
| GOODMAN, MICHAEL, ERIC | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| GOODMAN, MICHAEL, ERIC | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| GOODMAN, MICHAEL, ERIC | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| GOODMAN, MICHAEL, ERIC | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| GOODMAN, MICHAEL, ERIC | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| GOODMAN, MICHAEL, ERIC | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| GOODMAN, MICHAEL, ERIC | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| GOODMAN, MICHAEL, ERIC | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| GOODMAN, MICHAEL, ERIC | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| GOODMAN, MICHAEL, ERIC | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| GOODMAN, MICHAEL, ERIC | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| GOODMAN, MICHAEL, ERIC | I | PRESIDENT | E | Control |
| GOODMAN, MICHAEL, ERIC | I | PRESIDENT | E | Control |
| GOODMAN, MICHAEL, ERIC | I | PRESIDENT | E | Control |
| GOODMAN, MICHAEL, ERIC | I | PRESIDENT | E | Control |
| GOODMAN, MICHAEL, ERIC | I | PRESIDENT | E | Control |
| GOODMAN, MICHAEL, ERIC | I | PRESIDENT | E | Control |
| GOODMAN, MICHAEL, ERIC | I | PRESIDENT | E | Control |
| GOODMAN, MICHAEL, ERIC | I | PRESIDENT | D | Control |
| GOODMAN, MICHAEL, ERIC | I | PRESIDENT | D | Control |
| GOODMAN, MICHAEL, ERIC | I | PRESIDENT | D | Control |
| GOODMAN, MICHAEL, ERIC | I | PRESIDENT | D | Control |
| GOODMAN, MICHAEL, ERIC | I | PRESIDENT | D | Control |
| GOODMAN, MICHAEL, ERIC | I | PRESIDENT | D | Control |
| GOODMAN, MICHAEL, ERIC | I | PRESIDENT | D | Control |
| GOODMAN, MICHAEL, ERIC | I | PRESIDENT | D | Control |
| GOODMAN, MICHAEL, ERIC | I | PRESIDENT | D | Control |
| GOODMAN, MICHAEL, ERIC | I | PRESIDENT | D | Control |
| KIMMEL, MICHAEL, STUART | I | SENIOR ADVISOR AND PRINCIPAL | A | |
| KIMMEL, MICHAEL, STUART | I | SENIOR ADVISOR AND PRINCIPAL | A | |
| KIMMEL, MICHAEL, STUART | I | SENIOR ADVISOR AND PRINCIPAL | A | |
| KIMMEL, MICHAEL, STUART | I | SENIOR ADVISOR AND PRINCIPAL | A | |
| KIMMEL, MICHAEL, STUART | I | SENIOR ADVISOR AND PRINCIPAL | A | |
| KIMMEL, MICHAEL, STUART | I | SENIOR ADVISOR AND PRINCIPAL | A | |
| KIMMEL, MICHAEL, STUART | I | SENIOR ADVISOR AND PRINCIPAL | A | |
| KIMMEL, MICHAEL, STUART | I | SENIOR ADVISOR AND PRINCIPAL | A | |
| KIMMEL, MICHAEL, STUART | I | SENIOR ADVISOR AND PRINCIPAL | A | |
| KIMMEL, MICHAEL, STUART | I | SENIOR ADVISOR AND PRINCIPAL | A | |
| KIMMEL, MICHAEL, STUART | I | SENIOR ADVISOR AND PRINCIPAL | A | |
| KIMMEL, MICHAEL, STUART | I | SENIOR ADVISOR AND PRINCIPAL | A | |
| KIMMEL, MICHAEL, STUART | I | SENIOR ADVISOR AND PRINCIPAL | A | |
| KIMMEL, MICHAEL, STUART | I | SENIOR ADVISOR AND PRINCIPAL | A | |
| KIMMEL, MICHAEL, STUART | I | SENIOR ADVISOR AND PRINCIPAL | A |
Registrations
Federal
IA
Mar 24, 2025 REGISTERED
Notice Filings (17)
AZ CA CT DC FL GA MA MD MI NC NH NJ NY OR PA TX VA
Address
60 EAST 42ND STREETSUITE 1120
NEW YORK, NY 10165
United States
Phone: (212) 971-9241