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WEATHERHELM CAPITAL MANAGEMENT LLC

CAMBRIDGE, NY · CRD 175019 · IAPD ↗ · weatherhelm.com · 518-407-3886

$90.6MRegulatory AUM
2Advisory reps
4Employees
3Clients
n/aPlanning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
April 2026 — WEATHERHELM CAPITAL MANAGEMENT LLC notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2026 — WEATHERHELM CAPITAL MANAGEMENT LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
42
July 2025 — WEATHERHELM CAPITAL MANAGEMENT LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
April 2024 — WEATHERHELM CAPITAL MANAGEMENT LLC notice-filed in RI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.