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| Keyboard |
| Nottingham Wealth Partners Inc
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|---|---|
| CRD # | 306971 |
| SEC # | 801-120561 |
| CIK # | |
| AUM | 80.5 M (2026-04-17) |
| Employees | 7 (43% Investors, 57% Brokers) |
| Fees | |
| Minimum | |
| Phone | 561-472-2312 |
| Address | 333 Butternut Dr Syracuse, NY 13214 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 126 | 47.3 |
| (b) Individuals (high net worth individuals) | 16 | 33.2 |
| (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 | 299 | 80.5 |
| By Discretionary | ||
| Discretionary | 299 | 80.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 299 | 80.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 80.5 | |
| Total | 299 | 80.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Ralph Parks Investment Group LLC
✚
|
NY | 82.9 M |
|
Nollenberger McCullough Investment Advisors LLC
✚
|
CA | 81.8 M |
|
L&L Partners Wealth Management LLC
✚
|
NY | 81.8 M |
|
Hunter Michael Investment Advisors Inc
✚
|
VA | 81.2 M |
|
Aristotle Credit Partners LLC
✚
|
CA | 81.1 M |
|
Constellation Asset Management Inc
✚
|
NY | 79.3 M |
|
Pathway Partners Wealth Advisors LLC
✚
|
NY | 78.9 M |
|
St Columbanus AG
✚
|
78.6 M | |
|
JM Bruderman & Company LLC
✚
|
NY | 78.5 M |
|
Revere Wealth Management LLC
✚
|
NY | 78.3 M |