Wealthcfo LLC (Pittsford)

Name: Wealthcfo LLC
Address: 1080 Pittsford Victor Rd, Pittsford, NY, 14534
Telephone: (585)586-0970

Wealthcfo LLC is a large advisory firm based in Pittsford. It manages $289.22 million of regulatory assets for 106 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of New York.

Wealthcfo provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Wealthcfo: assets under management

The assets under management (AUM) of Wealthcfo LLC is $289.22 million. The firm's AUM has grown by 47% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $129.22 million in discretionary accounts and $160 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.27 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $40 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Wealthcfo LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Wealthcfo LLC

Mark Edward Armbruster has served as the Chief Investment Officer since 1 Feb 2000. Patrick Daniel Martin joined the executive team most recently as the Manager, Member, Vp,Sec'y.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
James George Gould	President, manager, member	1 Feb 2000	25% - 50%	2177785
Michael Edward Jones	Member, manager	1 Feb 2000	Other	1695247
Mark Edward Armbruster	Chief investment officer	1 Feb 2000	Other	2687579
Inc. Clover Capital Management	Member	1 Mar 2000	25% - 50%	16-1263400
Nixon Peabody Llp	Member	1 Mar 2000	Other	16-0764720
Lawrence Robert Creatura	Manager	1 Mar 2000	Other	2641634
John Thomas Fitzgerald	Manager	1 Mar 2000	Other	4369741
Ned Wheeler Roman	Compliance officer	1 Mar 2000	Other	2593604
Patrick Daniel Martin	Manager, member, vp,sec'y	1 Jun 2000	Other	4369705

Based in Pittsford

The principal office where Wealthcfo LLC performs its advisory services is located at 1080 Pittsford Victor Rd, Pittsford, NY 14534, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (585)586-0970 or by fax (585)586-1898. The normal business hours are 8 a.m.- 5 p.m. on Monday - Friday. You can find more information about the New York firm at www.wealthcfo.com.