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MACQUARIE WEALTH ADVISERS, LLC
CRD 141805File 801-67480
APPROVED
Custody
Filing as of Jun 29, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$4.82B
Top 25% of cohort (national)
Discretionary AUM
$4.82B
Clients
29
29 accounts
Employees
69
Top 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Feb 7, 2007
- Principal office
- 660 FIFTH AVENUE, NEW YORK, NY, 10103
- Phone
- 212-317-9200
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $4.82B
- Discretionary AUM
- $4.82B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 29
- Non-discretionary accounts
- 0
- Total accounts
- 29
- AUM per client
- $166.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 9 | $3.56B |
| Pooled investment vehicles | 20 | $1.26B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.