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WESFAIR ADVISORY GROUP, INC.

CHAPPAQUA, NY · CRD 295320 · IAPD ↗ · wesfairadvisory.com · (914) 238-3734

$30.3MRegulatory AUM
2Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
September 2026 — WESFAIR ADVISORY GROUP, INC. (CHAPPAQUA, NY) is newly SEC-registered with $30.3M RAUM and 2 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.