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MAIDSTONE WEALTH MANAGEMENT, LLC

CAMBRIDGE, NY · CRD 291873 · IAPD ↗ · 518-677-7358

$27.4MRegulatory AUM
1Advisory reps
1Employees
0Clients
26-50Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
December 2025 — MAIDSTONE WEALTH MANAGEMENT, LLC (CAMBRIDGE, NY) is newly SEC-registered with $25.5M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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