CRD: 333345
Tristate Wealth Advisors
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- Custodian
- Apex · Charles Schwab & Company · SEI · Wilmington Trust
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-19-2024
- Office Locations
- 1
Office Locations
About Tristate Wealth Advisors
TriState Wealth Advisors is an independent, fee-only RIA providing fiduciary wealth management and financial planning for high net worth leaders, entrepreneurs, and business professionals. Services include asset management, retirement and corporate retirement planning, and proactive year-round tax planning, with a research-driven, tax-aware approach and disciplined risk control. The firm serves clients virtually nationwide.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Jeffrey Thomas Kaczmarczyk II
Chief Compliance Officer, Managing Member
- CRD
- #7367545
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,500,000 | -- |
| Non-Discretionary | $10,475,000 | -- |
| Total | $26,975,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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