MAIDSTONE WEALTH MANAGEMENT, LLC

Overview

Maidstone Wealth Management, LLC is an independent registered investment adviser that focuses on individual and family clients. The firm concentrates on financial planning, discretionary portfolio management for individuals and small businesses, and produces periodic written material for clients and prospects. Its fee model combines a percentage-of-assets approach with hourly advice fees, and it reports that all client assets under management are held on a discretionary basis. Investment activity centers on publicly available pooled products as the core building blocks of client portfolios, supplemented by allocations to external alternative managers. The firm is not positioned as a separate capital allocator; rather, it constructs and manages client portfolios directly and engages third-party managers where appropriate. Maidstone does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices