LP Profile

Western New York Financial Group

Also known as western new york financial

Wealth ManagerBuffalo, United StatesFounded 2019
Buffalo
Headquarters
Investment Focus

About Western New York Financial Group

Western New York Financial Group is a wealth manager based in Buffalo, US. Founded in 2019.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Western New York Financial Group from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$84.1M
Total Clients
199
Filing Date
March 31, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Western New York Financial Group across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Western New York Financial Group?

Western New York Financial Group is a wealth manager based in Buffalo, United States.

Where is Western New York Financial Group headquartered?

Western New York Financial Group is headquartered in Buffalo, United States.

When was Western New York Financial Group founded?

Western New York Financial Group was founded in 2019.

How can I contact Western New York Financial Group?

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