LP Profile

WNY Asset Management

Also known as wny

Wealth ManagerWilliamsville, United StatesFounded 1994
Williamsville
Headquarters
Investment Focus

About WNY Asset Management

WNY Asset Management wants to help you plan for the future. Let us do what we do best.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to WNY Asset Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$1.7B
Total Clients
3,256
Filing Date
March 19, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to WNY Asset Management 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 WNY Asset Management?

WNY Asset Management is a wealth manager based in Williamsville, United States.

Where is WNY Asset Management headquartered?

WNY Asset Management is headquartered in Williamsville, United States.

When was WNY Asset Management founded?

WNY Asset Management was founded in 1994.

How can I contact WNY Asset Management?

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