Maidstone Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Cambridge, NY. Its latest Form ADV filing, dated March 16, 2026, reports $27M in regulatory assets under management, 1 employee, and 32 accounts.
Assets Under Management
$27M
Employees
1
Offices
--
Total Clients
33
Primary office
CAMBRIDGE, NY
4 EAST MAIN STREET, SUITE B, CAMBRIDGE, NY, United States
Portfolio management for individuals and small businesses
Publication of periodicals or newsletters
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 54.5% of total clients.
Top client categories% of clientsClients
1
Individuals
54.5%
18
2
HNWI
45.5%
15
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$27Mas of March 16, 2026
Discretionary100.0%
$27M
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$27M
Total Accounts32
10Y AUM Change+$2M (+7.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee33:1
10Y Employee Change0 (0.0%)
* 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.