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| WNY Asset Management LLC
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|---|---|
| CRD # | 153872 |
| SEC # | 801-71632 |
| CIK # | 0001803296 |
| AUM | 1.7 B (2026-03-19) |
| Employees | 35 (51% Investors, 57% Brokers) |
| Phone | 716-626-0060 |
| Address | 6500 Sheridan Drive, Suite 200 Williamsville, NY 14221 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001803296 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 28.2 | ||
| Apple Inc | 16.6 | ||
| Amazon Com Inc | 6.1 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,851 | 855.5 |
| (b) Individuals (high net worth individuals) | 383 | 845.2 |
| (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 | 9 | 14.2 |
| (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 | 17 | 14.6 |
| (n) Other | 0 | 0.0 |
| Total | 3,256 | 1,729.5 |
| By Discretionary | ||
| Discretionary | 3,256 | 1,729.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,256 | 1,729.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,729.5 | |
| Total | 3,256 | 1,729.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001803296] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Clients | 8 |
| Serves | Institutional, Retail, Research |
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