Every new New York business filing, every dayNew Wealth Management Businesses in Brooklyn, NY
2 wealth management businesses recently registered in Brooklyn, New York.
Updated October 5, 2026 · Most recent business filing Dec 29, 2025
Every new New York filing, every day
See how it worksAbout Wealth Management Businesses in Brooklyn
This page lists new wealth management businesses registered in Brooklyn, New York. We currently track 2, sourced directly from the New York Division of Corporations and refreshed daily as new wealth management companies file.
Recent additions include AJ Wealth and MBG360. The most recent wealth management business filing was on Dec 29, 2025.
Each entry shows the filing date and, where we can verify it, the owner name and contact details. If you sell to wealth management businesses in Brooklyn, this is one of the freshest prospect lists in the market.
All Filings
AJ Wealth
Dec 29, 2025AJ Wealth Inc. is a financial advisory firm based in New York City, specializing in serving private equity, hedge fund, and venture capital partners. It recently merged with Cerity Partners, a larger wealth management firm, as reported in multiple news outlets.
MBG360
Jul 28, 2025MBG360 offers wealth management, business planning, and financial education services.
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