Fifth Avenue Wealth Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Fifth Avenue Wealth Advisors is a small, independent registered investment adviser that provides discretionary asset management and investment advice to individuals and institutional entities. The firm serves high‑net‑worth households as well as pension and profit‑sharing plans, trusts, estates and business entities, and charges fees based on a percentage of assets under management.
The firm’s investment process uses fundamental analysis combined with strategic and tactical asset allocation, emphasizing long‑term holdings and periodic rebalancing; it may manage client accounts using model portfolios and exercises discretionary authority when agreed. Fifth Avenue Wealth Advisors uses a third‑party managed‑account platform (Envestnet) for portfolio implementation and conducts portfolio reviews at least quarterly.
What distinguishes the firm from many solo advisers is its explicit work with institutional clients (such as pension and profit‑sharing plans) alongside a concentrated client base of about ten relationships and approximately $24.3 million in discretionary AUM. The firm’s principal brings accounting and advanced legal credentials to the advisory practice, and the firm does not accept proxy‑voting responsibilities, leaving voting decisions to clients.
Client services
Expertise
Fee options
$0 - $3,000,000: 1.000% $3,000,001 - $5,000,000: 0.750% $5,000,001 - $10,000,000: 0.600% $10,000,001+: 0.500%
Account minimum: $1,000,000
Main office
45 Rockefeller Plaza, Suite 2000
New York NY 10111
Advisors at this office
1
Most active in
New York
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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