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PAPAMARKOU WELLNER ASSET MANAGEMENT, INC.

UUID6b28b0e9-e338-56d2-8d77-d35b67803fe1
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:50
Updated2025-10-23 02:23:50

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 131796 131796 1.0
sec_file_number 801-63317 801-63317

Profile

WebsiteHTTP://WWW.PAPAMARKOU.COM
HQ CityNEW YORK
HQ StateNY
HQ CountryUnited States
AUM (USD)
AUM As OfNone
Aliases:
  • PAPAMARKOU WELLNER PERKIN ADVISORS adv_xlsx

ADV Metrics

Assets & Accounts

  • RAUM (total)357,020,170.0
  • RAUM (discretionary)236,887,887.0
  • Actionable assets357,020,170.0
  • Accounts113.0

Institutional Clients

  • Government AUM
  • Pension AUM
  • Charitable AUM2,038,313.0
  • HNW AUM304,199,383.0

As of 2025-07-16 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.