WILLIAMSVILLE, NYCRD 153872Latest ADV March 19, 2026
Wny Asset Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Williamsville, NY. Its latest Form ADV filing, dated March 19, 2026, reports $1.7B in regulatory assets under management, 35 employees, 2 offices, and 3,256 accounts.
Assets Under Management
$1.7B
Employees
35
Offices
2 offices
Total Clients
3,260
Primary office
WILLIAMSVILLE, NY
6500 SHERIDAN DRIVE, SUITE 200, WILLIAMSVILLE, NY, United States
Top client segmentIndividuals represent 87.5% of total clients.
Top client categories% of clientsClients
1
Individuals
87.5%
2,851
2
HNWI
11.7%
383
3
Corporations
0.5%
17
4
Charitable
0.3%
9
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.7Bas of March 19, 2026
Discretionary100.0%
$1.7B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.7B
Total Accounts3,256
10Y AUM Change+$1.4B (+384.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees35
Clients per Employee93:1
10Y Employee Change+15 (+75.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.