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- Custodian
- Charles Schwab & Company ยท Merrill Lynch
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-01-2007
- Office Locations
- 1
Office Locations
About Westchester Wealth Advisors, LLC
Westchester Wealth Advisors is an independent boutique wealth manager providing customized portfolio management, tax-efficient investing, and retirement planning for individuals and families, with guidance on estate, insurance, cash-flow, and stock-option decisions. The firm emphasizes tax-aware distribution planning; its wholly owned affiliate, The TaxMann LLC, provides tax preparation and consulting. Portfolios primarily use ETFs alongside municipal bonds, and custody includes Charles Schwab.
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Owner & Executives
ROBERT ELIOT MANN
Managing Member, Wealth Advisor
- CRD
- --
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,129,063 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,129,063 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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