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| Keyboard |
| Waterford Advisors LLC
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|---|---|
| CRD # | 119442 |
| SEC # | 801-62941 |
| CIK # | 0001960657 |
| AUM | 399.1 M (2026-03-31) |
| Employees | 10 (70% Investors, 0% Brokers) |
| Phone | 716-580-3906 |
| Address | 3858 North Buffalo Rd Orchard Park, NY 14127 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| United Technologies Corp /DE/ | 2.8 | ||
| Commerce Bancshares Inc /MO/ | 2.6 | ||
| Apple Inc | 2.1 | ||
| Progressive Corp/Oh/ | 1.4 | ||
| KeyCorp /New/ | 1.4 | ||
| Nvidia Corp | 1.0 | ||
| Microsoft Corp | 1.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 212 | 54.9 |
| (b) Individuals (high net worth individuals) | 139 | 344.2 |
| (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 | 988 | 399.1 |
| By Discretionary | ||
| Discretionary | 988 | 399.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 988 | 399.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 399.1 | |
| Total | 988 | 399.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001960657] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
CornerStone Financial Planning LLC
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NH | 400.7 M |
|
Noble Wealth Management PBC
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|
Burns Matteson Capital Management LLC
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Ticino Wealth LLC
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|
Pioneer Wealth Management Group Inc
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|
Stonecrest Advisors Inc
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|
TX | 398.8 M |
|
Bankoh Investment Services Inc
✚
|
HI | 398.5 M |
|
Mighty Oak Strong America Investment Company
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PA | 398.4 M |
|
Prometheus Capital Management Corp
✚
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