Wendroff Wealth Advisors

Overview

Wendroff Wealth Advisors is organized as a limited liability company and is designated in FINTRX as a capital allocator that focuses on selecting other advisers to manage client assets. The firm’s fee structure is listed as “other,” and it is not identified as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. FINTRX also notes an industry affiliation with an accountant. Beyond that, the platform does not supply further details on client segments, target markets, or in-house investment capabilities.

Assets & Accounts

Investments & Alternatives

Location & Offices