Maidstone Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$25,479,306
Total clients
33
45% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
33
Average account size
$772,100
About
Maidstone Wealth Management provides discretionary investment management and financial planning to a range of clients, including individuals, high‑net‑worth clients, trusts, pension and profit‑sharing plans, charitable organizations, and business entities. The firm reports about $25.5 million in assets under management across roughly 33 client relationships and generally applies a $250,000 account guideline that may be waived in certain cases.
The firm constructs portfolios across equities, equity ETFs, fixed income and alternative strategies, using both fundamental and technical analysis, tactical asset‑allocation ranges, and ongoing rebalancing. Portfolios commonly combine broad ETF exposures with high‑conviction individual stocks and focused fixed‑income selections, and the firm may employ options strategies as part of separately managed account implementation.
What's notable relative to peers is the firm’s publication of periodic newsletters on its website and its explicit use of derivatives/options within managed accounts—features that are uncommon among similar independent advisers. The practice is supported by the principal’s prior corporate finance and research experience, and client accounts are custodied and executed through Interactive Brokers, with the firm disclosing its insurance‑licensing activity and technology relationships as potential conflicts.
Client services
Financial planning
Portfolio management
Newsletters or periodicals
Fee options
$250,000 - $500,000: 1.0% $500,000 - $2,000,000: 1.0% Equities / 0.50% Fixed Income & Cash $2,000,000 - Negotiable: Negotiable
Generally $150 per hour for financial planning and consulting services
Account minimum: $250,000 Fee-only: Investment management fees based on asset tiers as above; financial planning charged hourly or integrated with AUM fees
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
Maidstone Wealth Management, LLC
4 East Main Street, Suite B
Cambridge NY 12816, United States
Number of offices
1
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