$15MM AUM | $120,000 GDC in New York, NY

Member Level
Last Activity
2 weeks
Listing Type
Buyer | Merge | Successor
New York, NY, US
Fee 0% Commission 100%
Gross Revenue
# of Accounts
Avg Client Age

Wanderlust Wealth Management is a newly formed independent registered investment advisory firm acting in a fiduciary capacity to deliver goal-based financial counsel and comprehensive wealth management solutions to high-net-worth individuals, their families, endowments, and foundations.

My previous career experience includes Goldman Sachs, where I worked closely with sophisticated private wealth clients to develop wealth and investment strategies in excess of $10B in assets, and ADCP Group, a Family Office that specialized in direct private equity investments.

I graduated summa cum laude from Baruch College with a Masters in Science, earned a Bachelors of Science from Indiana University, serve on boards of several organizations, and enjoy giving back to the community.

I'm looking to expand my current practice through a collaborative effort with other like-minded professionals. I have tremendous experience managing ultra-high-net-worth individual's personal finances. I purposely want to keep my operations lean, leverage new and existing technology as much as possible.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems