Waterford Advisors, LLC
Waterford Advisors, LLC is an SEC-registered wealth manager in Orchard Park, NY with $399.1M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Waterford Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 119442, SEC 801-62941, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $399.1M (2026-03-31)
- Firm type
- Wealth Manager
- Location
- Orchard Park, NY
- Employees
- 10
- Clients
- 351
- CRD
- 119442
- Ownership
- MMGG, INC.; SVT INTERNATIONAL, INC; MCCARTHY, SCOTT, MICHAEL; KOZERSKI, GREGORY, LEONARD; JCM INTERNATIONAL, INC.
How much AUM does Waterford Advisors, LLC have?
Waterford Advisors, LLC reported $399.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Waterford Advisors, LLC?
Disclosed owners and executives of Waterford Advisors, LLC include MMGG, INC., SVT INTERNATIONAL, INC, MCCARTHY, SCOTT, MICHAEL, KOZERSKI, GREGORY, LEONARD, JCM INTERNATIONAL, INC.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.