SEC Form ADV

CONSTELLATION WEALTH ADVISORS

Registered Investment AdviserOHPrivate Equity
$5.4B
Assets Under Management
2,095
Total Clients
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Registration Details

Accession
CRD-147253
Location
CINCINNATI, OH
Filing Date
February 20, 2026
AUM
$5.4B
Total Clients
2,095
Amendment
No

Investment Strategies

Private Equity

About this Adviser

CONSTELLATION WEALTH ADVISORS is a registered investment adviser headquartered in CINCINNATI, OH, managing approximately $5.4B in assets across 2,095 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.