What departments does Wealthstream Advisors Inc. have?

Wealthstream Advisors Inc. has employees across 2 departments including Finance, Analytics.

What is the largest department at Wealthstream Advisors Inc.?

The largest department at Wealthstream Advisors Inc. is Analytics with 2 employees.

Where are Wealthstream Advisors Inc. employees located globally?

Wealthstream Advisors Inc. has employees across 3 continents and 3 countries including India, United States Of America, Australia.

How has Wealthstream Advisors Inc.'s team size changed over time?

Wealthstream Advisors Inc.'s team has decreased from approximately 33 to 11 employees based on available data.

Wealthstream Advisors Inc. Employee Directory

Financial ServicesNew York, United States2-10 Employees

Wealthstream Advisors Inc. is a New York–based independent boutique wealth management firm that operates as a fiduciary registered investment adviser, providing objective financial planning and evidence‑based investment management. The firm emphasizes a holistic, client‑focused approach, integrating investment decisions with retirement cash flow, tax and estate planning, management of variable income in retirement, life insurance, long‑term care, and business succession planning for its clients. Its target clientele includes executives, professionals, women in transition, small‑business owners, entrepreneurs, and retirees, with services designed to clarify finances and support informed wealth management decisions.

Wealthstream Advisors Inc. Global Highlights

North America
18

United States Of America
18

Asia
1

India
1

Oceania
1

Australia
1

Wealthstream Advisors Inc.'s Leadership

P. D.
Director Of Client Relations
Mobile Phone
Email
C. W.
Senior Financial Advisor
Mobile Phone
Email
M. K.
Senior Advisor
Mobile Phone
Email
D. B.
Senior Advisor
Mobile Phone
Email
E. J. T.
Senior Advisor
Mobile Phone
Email
D. A.
Analyst
Mobile Phone
Email
R. S.
Analyst
Mobile Phone
Email
J. O.
Shareholder
Mobile Phone
Email

Wealthstream Advisors Inc. Employee Metrics

100%

50%

0%

2026

2025

Finance
Banking
Business
Program & Project Management
Accounting
Other
Administrative
Analytics

Contact profiles from Wealthstream Advisors Inc.

Name

Title

Contact Info

Location

Last Update

P. D.
Director Of Client Relations
Mobile Phone
Email
UNITED STATES
Aug 04, 2023
C. W.
Senior Financial Advisor
Mobile Phone
Email
United StatesMaryland
May 30, 2026
M. K.
Senior Advisor
Mobile Phone
Email
United StatesNew Jersey
Apr 14, 2026
D. B.
Senior Advisor
Mobile Phone
Email
United StatesMaryland
Apr 17, 2026
E. J. T.
Senior Advisor
Mobile Phone
Email
United StatesNew York
Oct 17, 2024
D. A.
Analyst
Mobile Phone
Email
United StatesNew York
Oct 26, 2025
R. S.
Analyst
Mobile Phone
Email
United StatesNew York
Oct 20, 2025
J. O.
Shareholder
Mobile Phone
Email
Oct 17, 2024

Frequently Asked Questions

What is Wealthstream Advisors Inc. known for?

Wealthstream Advisors Inc. was founded in 1996 operates in the Financial Services industry. The company's main headquarters is located in 60 East 42nd Street Suite 1600 New York, New York 10165 United States; you can contact the main corporate office by phone at

+1-212-730-****

. Explore Wealthstream Advisors Inc.'s company overview page for more information.

What is Wealthstream Advisors Inc.'s most common email format?

Wealthstream Advisors Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Wealthstream Advisors Inc. email formats with LeadIQ.

How many employees does Wealthstream Advisors Inc. have currently?

Wealthstream Advisors Inc. has approximately 6 employees as of April 2026. These team members are located across 3 continents, including North AmericaAsiaOceania.

Who are Wealthstream Advisors Inc.'s key employees and leadership?

As of April 2026, Wealthstream Advisors Inc.'s key employees include:

Director Of Client Relations: P. D.
Senior Financial Advisor: C. W.
Senior Advisor: M. K.
Senior Advisor: D. B.
Senior Advisor: E. J. T.

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Wealthstream Advisors Inc. Employee Directory

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