Maidstone Wealth Management LLC

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Assets, Funds, Holdings

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Maidstone Wealth Management LLC
CRD #291873
SEC #801-133919
CIK #
AUM 27.4 M (2026-03-16)
Employees 1 (100% Investors, 0% Brokers)
Phone518-677-7358
Address4 East Main Street
Cambridge, NY 12816
Source [IAPD] [Website] [LinkedIn] [Facebook]
Total AUM ($M)
30241812602010201520212027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 18 7.4
(b) Individuals (high net worth individuals) 15 20.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 32 27.4
By Discretionary
Discretionary 32 27.4
Non-Discretionary 0 0.0
Total 32 27.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 27.4
Total 32 27.4
Firm Profile (Form ADV)
Discretionary AUM$0.0B
ServesRetail, Research
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