WEXFORD WEALTH ADVISORS LLC

RIASEC Registered

Total AUM

$68.9M

Discretionary

$66.4M

96% of AUM

Avg account

$212K

Accounts

325

Employees

1

Advisory reps

1

Firm details

Headquarters: WEXFORD, Pennsylvania
CRD number: 288407
Website: www.wexfordwealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI62.18%
Individuals34.16%
Pension & Profit Sharing Plans3.66%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Wexford Wealth Advisors LLC is an independent, individual-owned registered investment adviser operating as an LLC. The firm serves both individual and family clients as well as institutional relationships and offers financial planning, portfolio management for individuals and small businesses, and pension consulting. Its fee arrangements include asset-based fees, hourly billing, and fixed-fee services. The firm does not identify as an active ESG investor and is not positioned as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds65%
Exchange Traded Equities28%
State & Local Bonds5%
Cash & Cash Equivalents2%

Contacts

1 of 1

CURTIS PRITCHARD
FounderCRD 5978874

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

WEXFORD, PA

ALLEGHENY

Location

WEXFORD, PA

Headquartered in WEXFORD, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.

Metro area: Pittsburgh-New Castle-Weirton, PA-OH-WV
Region: Northeast
County: ALLEGHENY
Address: 11676 Perry Hwy
Time zone: ET (UTC-5)
Office locations

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