Wherewithal LLC is an internet adviser based in New York. It manages $23.83 thousand of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdiction of New York.
Wherewithal provides portfolio management for individuals and small businesses and publication of newsletters. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Wherewithal LLC is $23.83 thousand, all of which is managed in discretionary accounts. The firm's AUM has grown by 948% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Wherewithal LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Wherewithal LLC performs its advisory services is located at 417 E 90 Th St, New York, NY 10128 The mailing address of the firm is 1732 First Avenue, New York, NY 10128. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 917-750-0211. The normal business hours are by appointment only on Monday - Friday. You can find more information about the New York firm at getwherewithal.com/.