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Addition Wealth

Headquartered in NEW YORK, NY

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Firm Information

Addition Wealth is a registered investment advisor with 12 employees. They offer financial planning, educational seminars, and selection of other advisers. They do not participate in wrap fee programs.

Addition Wealth

Not reported

Assets Under Management

5,000

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

Branch Locations (1)

ADDITION WEALTH has a total of 1 branch locations across the country.
location

New York, NY

Advisors at Addition Wealth

View All 1 Advisors
Unclaimed
Ana Clara Mahony

RA

New York, NY

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Disclosures

There are no public disclosures for Addition Wealth.

Frequently Asked Questions (5)

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