$27.4M Total AUM
$27.4M Disc. AUM
-- 3Y CAGR
1 Employees
33 ADV. Clients
4 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- MeridianNorth
- Established Date
- 08-31-2021
- Office Locations
- 1
Office Locations
4 East Main Street Suite B Cambridge NY
About Maidstone Wealth Management, LLC
Maidstone Wealth Management is an SEC-registered, fee-only RIA serving individuals, families, small businesses, and nonprofits. The firm provides investment management plus holistic planning—retirement, tax, and risk management—positioning itself as a “personal CFO” for clients. Portfolios primarily use ETFs and public funds alongside fixed income (including U.S. government/agency bonds), with custody through Interactive Brokers.
Team overview
63 AVG AGE
$27.4M AVG AUM / ADVISOR
$829.6K AVG AUM / CLIENT
4.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
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Asset Classes
Crest Optima Focus focus Zenith Value element Ember zenith
Client Personas
Unison foundation
Custodian
Meridian Optima Catalyst Insight
Investment Themes
Meridian Value signal Vital Element catalyst
Investment Vehicles
Ridge Pathway
Services
Pathway horizon Crest Legacy Horizon Horizon unison Ridge vital
Technology
Unison Bridge
Owner & Executives
STEPHEN HOWARD LULLA
Chief Compliance Officer, Managing Member
- CRD
- #1365623
- Ownership
- 75% or more
(841) 729-4907
glacier.beacon@summitcapital.com
in linkedin.com/in/legacy-unison
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $27,378,400 | $855,575 |
| Non-Discretionary | $0 | -- |
| Total | $27,378,400 | $855,575 |
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Separately Managed Accounts
Total SMA Asset: $27,378,400
Public Funds:
23.7% Equity - Exchange:
13.5% U.S. Government/Agency:
22.7% Cash:
28.2% Corporate - Investment Grade:
11.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,522,411,676 | 23.7% |
| Equity - Exchange | $867,196,524 | 13.5% |
| U.S. Government/Agency | $1,458,174,896 | 22.7% |
| Cash | $1,811,477,184 | 28.2% |
| Corporate - Investment Grade | $764,417,676 | 11.9% |
| Total | $6,423,677,956 | 100.0% |