ORCHARD PARK, NYCRD 337303Latest ADV January 23, 2026
Moldenhauer & Associates is an SEC registered investment adviser organized as a corporation with a primary office location in Orchard Park, NY. Its latest Form ADV filing, dated January 23, 2026, reports $765M in regulatory assets under management, 15 employees, and 1,962 accounts.
Assets Under Management
$765M
Employees
15
Offices
--
Total Clients
1,152
Primary office
ORCHARD PARK, NY
6195 WEST QUAKER STREET, ORCHARD PARK, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 79.9% of total clients.
Top client categories% of clientsClients
1
Individuals
79.9%
920
2
HNWI
20.1%
232
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$765Mas of January 23, 2026
Discretionary100.0%
$765M
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$765M
Total Accounts1,962
10Y AUM Change+$765M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees15
Clients per Employee77:1
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.