FormDSignal
63

Wesfair Advisory Group, Inc. registers with the SEC (Chappaqua, NY)

New SEC-registered adviser · CRD 295320 · 801-137119 · effective 2026-08-19

Effective 2026-08-19. 2 employees (2 advisory), $30M regulatory AUM across 11 accounts. Notice-filed in NY. Corporation (NY).

Contact (from the filing)

The main-office phone, website and address from Form ADV are shown to subscribers. See plans, or open the firm on IAPD.

Who this is for

  • Compliance consulting
  • RIA software (CRM, portfolio, billing)
  • Archiving & surveillance
  • Cybersecurity / managed IT
  • E&O insurance