CRD: 166896
Fifth Avenue Wealth Advisors LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-08-2019
- Office Locations
- 1
Office Locations
About Fifth Avenue Wealth Advisors LLC
Fifth Avenue Wealth Advisors is a fee-only, independent RIA in New York providing objective investment advice alongside comprehensive financial planning and tax-efficient investment strategies. The firm focuses on high net worth individuals, senior corporate executives, and attorneys, integrating portfolio management with broader planning to reduce tax drag. Custody is through Charles Schwab & Co.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JAMES MICHAEL VITIELLO
Chief Compliance Officer, Chief Executive Officer, Founder, Managing Member
- CRD
- #1247869
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,260,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $24,260,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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