$27.0M Total AUM
$27.0M Disc. AUM
-- 3Y CAGR
1 Employees
22 ADV. Clients
15 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-30-2011
- Office Locations
- 1
Office Locations
-- Westport CT
About Weston Wealth Advisors, LLC
Weston Wealth Advisors, LLC is a Westport, CT RIA providing financial planning and portfolio management for retail and institutional clients. Portfolios lean heavily on ETFs and public funds, complemented by U.S. government/agency bonds and cash. Custodied at Charles Schwab & Co.; led by founder Jonathan Edward Brochstein.
Team overview
-- AVG AGE
$27.0M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
15 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
JONATHAN EDWARD BROCHSTEIN
Chief Compliance Officer, Managing Member, Wealth Advisor
- CRD
- #2530036
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $27,010,743 | -- |
| Non-Discretionary | $0 | -- |
| Total | $27,010,743 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available U.S. Government/Agency:
Available Cash:
Available Corporate - Investment Grade:
Available Equity - OTC:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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