Piano Wealth Management
Piano Wealth Management is an SEC-registered wealth manager in Victor, NY with $50.6M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Piano Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 317854, SEC 801-129483, data through 2026-03-23.
- AUM (assets under management / regulatory AUM)
- $50.6M (2026-03-23)
- Firm type
- Wealth Manager
- Location
- Victor, NY
- Employees
- 1
- Clients
- 49
- CRD
- 317854
- Ownership
- PIANO, DAVID, JAMES
How much AUM does Piano Wealth Management have?
Piano Wealth Management reported $50.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-23).
Who owns Piano Wealth Management?
Disclosed owners and executives of Piano Wealth Management include PIANO, DAVID, JAMES. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.