New Wealth Management Businesses in Manhattan, NY

Elysium Capital Management is an independent wealth management firm based in Miami, FL, serving global investment clients. The website indicates it provides investment advisory services, with a managing partner named Jose Eduardo C. Ferreira. The LLC registration lists a Manhattan address, likely a virtual office, while the operational headquarters is in Miami.

Levitt Capital Management is a cross-border wealth management firm headquartered in Manhattan, NY, serving U.S. citizens and U.S. persons living in Europe. It is European-licensed and adheres to U.S. fiduciary standards, as stated on its website at levittcapital.fr. Contact numbers include a New York City area code (646), supporting its NYC presence.

Greenspring Advisors is an independent, fee-only wealth management and financial planning firm serving investors and retirement plan fiduciaries. The website offers team bios and contact information, indicating a real operating business. The LLC filing under a slightly different name suggests a possible parent or related entity.

The LLC appears to be a wealth management or governance firm based in Manhattan. Candidate W1 (AlTi Global) operates from a nearby address and offers ultra high net worth wealth management, aligning with the LLC's implied business. Third-party sites list 'Wealth High Governance' as an entity, suggesting it is a real business, though the official website was not directly found.

A wealth management firm based in New York, offering financial advisory and investment management services.

NewEdge Wealth is a wealth management firm providing customized financial strategies for high-net-worth individuals. The company operates nationally with a dedicated New York City office at 1140 Avenue, New York, NY 10036.

Dinh Wealth Management Inc. is a wealth management firm based in Manhattan, NY, likely operated by financial advisor Robby Dinh, who is listed on Prudential's advisor page. The LLC's address is 1270 Avenue of the Americas, and the business focuses on private wealth management, tax services, and business management as indicated by the candidate website.

Pointcrest Wealth Management is a financial advisory firm located at 1185 Avenue of the Americas in New York, NY, offering wealth management and financial planning services. The website provides contact information and professional service details, consistent with the LLC name and Manhattan filing.

The Firm Financial Group LLC is a wealth management firm based at 285 Fulton Street, New York, NY, offering retirement planning, legacy guidance, and business solutions. The website features a team page with multiple advisors and contact information.

The Tessara Group is an independent wealth advisory firm that provides strategic financial guidance and family governance services, as described on their website. The site emphasizes a personal, human approach to wealth management and offers financial advisory, planning, and coordination services. The website's address is a placeholder commonly used by small businesses for privacy policies, but the firm's LLC filing is in New York.

Legacy Line Capital is a wealth and investment management firm that delivers quality results for clients, as described on its website. The firm likely focuses on managing investments and building value, consistent with the LLC's capital corporation structure.

Collaborative Capital Advisors LLC is a wealth management firm based in Manhattan, NY, serving families and entrepreneurs.

Collaborative Capital Family Advisors LLC is a wealth management firm based in Manhattan, NY, offering tailored wealth solutions to families and entrepreneurs. News articles confirm the launch of Collaborative Capital Advisors as a multi-family office targeting financial services executives.

Perigon Wealth Management is an independent wealth management firm providing personalized financial planning for individuals, business owners, and families. It also offers a platform for financial advisors. The firm has offices across the country, including in New York, and manages approximately $9.3 billion in client assets.

Narra Wealth Management is a financial planning firm located at 1177 Avenue of the Americas, New York, NY, offering personalized investment and financial planning services. The principal contact is Jan Galvez.

Mikhael Paul Wealth Management (MKPWM) is a registered investment advisory firm based in Manhattan, New York, offering personalized financial planning, portfolio management, and risk management services. The firm targets elite clientele and operates from 1350 Avenue of the Americas, as confirmed by the LLC filing and website. The website also mentions a media division, Mikhael Paul Media, and provides contact information including phone and email.

Infinite Wealth Engine offers wealth management services from Manhattan, NY. The LLC filing for INFINITEWEALTH FAMILY INC. is in the same city and suggests a similar financial advisory focus.

Eslami & Co. Wealth Management LLC is a personal CFO firm for high-performing individuals and families, based in Manhattan, NY.

W8 Tax Haven LLC offers generational wealth strategies and tax planning services, as indicated by the website's description 'Discover Generational Wealth with W8 Tax Haven LLC. Secure your family's future with expert strategies.' The business is located in Manhattan, NY based on the area code and principal address.

Vineyard Financial NYC is a wealth management firm offering tailored financial planning and investment management services. The company's website lists an office at 300 Park Avenue, New York, NY, and employs multiple advisors including Wes Ford, Jakub, Austin, and Collin. The LLC filing shows a different address (12 e 49th street), likely a registered agent or secondary location. The firm emphasizes customized solutions for clients at various life stages.