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New Wealth Management Businesses in New Rochelle, NY

2 wealth management businesses recently registered in New Rochelle, New York.

Updated August 19, 2026 · Most recent business filing May 20, 2026

2
Total Filings
May 20, 2026
Most Recent
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About Wealth Management Businesses in New Rochelle

This page lists new wealth management businesses registered in New Rochelle, 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 Vertex Wealth Management and EMP Wealth Management. The most recent wealth management business filing was on May 20, 2026.

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 New Rochelle, this is one of the freshest prospect lists in the market.

Use recent wealth management registrations in New Rochelle as a timing signal, then qualify each company by formation date, website, and verified contact availability.

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All Filings

Vertex Wealth Management

May 20, 2026
Wealth ManagementVerifiedNew Rochelle, NY

The LLC is registered as a wealth management entity in New Rochelle, NY. Candidate W2 is a wealth management firm in nearby Garden City, NY, operating under a very similar name 'Vertex Wealth Management', suggesting the LLC is likely the same or affiliated business.

EMP Wealth Management

Jan 18, 2026
Wealth ManagementVerifiedNew Rochelle, NY

EMP Wealth Management LLC provides financial advisory and wealth management services. The website emphasizes a philosophy inspired by Epictetus, suggesting a focus on client values and long-term planning. The domain name and LLC name are identical, confirming the business identity. The contact phone number area code (206) indicates a possible presence in Washington state in addition to the New York filing address.

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