Abaya Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides discretionary portfolio management and financial planning to individuals, high‑net‑worth clients, pension and profit‑sharing plans, and foundations. Services listed in the brochure include asset allocation and ongoing portfolio monitoring across equities, mutual funds, fixed income, ETFs and insurance products (including annuities), pension consulting for 401(k) and 403(b) plans, and fee‑based financial planning.
Investment decisions are made under discretionary authority and are tailored to each client’s goals, time horizon, and risk tolerance, with account monitoring and reviews performed at least monthly. The adviser describes a blended methodology that uses fundamental, technical and charting analysis alongside modern portfolio theory and quantitative techniques to construct and monitor portfolios.
A distinctive feature in the brochure is the firm’s pension consulting offering—relatively uncommon among peers—which is available both on an AUM fee schedule and on an hourly basis ($200–$400), and the firm states it manages client assets internally rather than utilizing third‑party advisers. The brochure also discloses an account minimum of $350,000, reported assets under management of $18 million, and fixed‑fee financial plans quoted at $2,000–$5,000.
Client services
Expertise
Fee options
Financial Planning fixed fees between $2,000 and $5,000
$0 - $499,999: 1.15% $500,000 - $999,999: 1.00% $1,000,000 - $2,999,999: 0.85% $3,000,000 - $29,999,999: 0.75% $30,000,000+: 0.50%
Pension Consulting hourly fee between $200 and $400
Account minimum: $350,000 Fee-only: Financial Planning fixed fees from $2,000 to $5,000; Pension Consulting hourly fees $200 to $400
Main office
1 Seneca St, Suite 2905
Buffalo NY 14203
Advisors at this office
1
Most active in
New York
Also doing business as
1 A Abaya Wealth Management LLC 1 B1. Abaya Wealth Management LLC · Abaya Wealth Management · Abaya Wealth Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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