Nightgale Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm offers discretionary asset management and financial planning and consulting services to individuals, high‑net‑worth clients, trusts, estates, and business entities. Founded in 2025, the firm reports zero discretionary and non‑discretionary assets under management as of 12/31/2025.
Investment programs are tailored to clients’ stated goals, time horizons, and risk tolerances and draw on fundamental and technical analysis as well as Modern Portfolio Theory. The firm may employ options strategies, derivatives, and borrowing in separately managed accounts and may use margin, practices that are less common among peer investment managers.
The firm’s principal maintains an affiliated insurance business and offers insurance products, an arrangement disclosed as a potential conflict of interest and managed through disclosures and internal procedures; approximately 10% of the principal’s time is devoted to those activities. The firm also offers hourly financial planning engagements, does not impose an account minimum, and is newly established with limited prior securities‑industry experience at the principal level.
Client services
Expertise
Occupation focus
Fee options
$0 - $1,000,000: 1.00% annually $1,000,000.01 - $2,000,000: 0.80% annually $2,000,000.01+: 0.50% annually
$250 per hour
Main office
430 Franklin St., 2nd Floor
Schenectady NY 12305
Advisors at this office
1
Most active in
New York
Also doing business as
Nightgale Wealth Management · Nightgale 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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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