Adviser Profile

As of Date 02/25/2026
Registration SEC, Approved, 03/17/2017
ADV Location LOCUST VALLEY, NY, United States
Contact Info 516 xxxxxxx
AUM* 117,253,324 52%
of that, discretionary 117,253,324 52%
Number of Employees 3
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 677,765 13%
% High Net Worth 19.65% 6%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

117M 101M 84M 67M 50M 34M 17M
2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM #Funds
Adviser REDWOOD FINANCIAL PLANNING, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM388.8m #Funds-
Adviser ASPIRE WEALTH MANAGEMENT CORPORATION Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM379.5m #Funds-
Adviser JMK & ASSOCIATES, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM268.4m #Funds-
Adviser MOTLEY FOOL WEALTH MANAGEMENT, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM1.6b #Funds-
Adviser LIGHTEDWAY ADVISORY SERVICES, INC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM115.0m #Funds-
Adviser HARVEST CAPITAL ASSETS, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM72.0m #Funds-
Adviser MOULTON WEALTH MANAGEMENT, INC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM159.7m #Funds-
Adviser VAN LEEUWEN RETIREMENT & INVESTMENT SERVICES Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM559.4m #Funds-
Adviser EVEREST FINANCIAL GROUP Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM1.0b #Funds-
Adviser FINANCIAL NETWORK WEALTH ADVISORS LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM515.4m #Funds-