Wealth Manager
    SEC Registered
    Manages Private Funds

    Constellation Wealth Advisors

    Registered investment advisor · Cincinnati, Ohio · CRD #147253

    Assets Under Management
    $5.4B
    Client Accounts
    2,095
    Employees
    26
    CRD Number
    147253
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc., Fifth Third Securities, Inc., Fidelity Brokerage Services Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Constellation Wealth Advisors

    Constellation Wealth Advisors is an independent wealth advisory firm founded in 2009 and based in Cincinnati, Ohio, with a growing presence in Nashville, Tennessee. The firm manages over $3 billion in assets and has a team of more than 30 professionals. Constellation focuses on providing a boutique, client-centric experience, emphasizing fiduciary responsibility and personalized service. The firm offers a wide range of wealth management services, including wealth mapping, tax planning, cash flo

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Constellation Wealth Advisors

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    Frequently Asked Questions

    What is Constellation Wealth Advisors's AUM?

    Constellation Wealth Advisors reports approximately $5.4B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Constellation Wealth Advisors headquartered?

    Constellation Wealth Advisors is headquartered in Cincinnati, Ohio.

    What is Constellation Wealth Advisors's CRD number?

    Constellation Wealth Advisors's CRD number is 147253. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Constellation Wealth Advisors manage?

    Constellation Wealth Advisors manages approximately 2,095 client accounts according to its latest SEC filing.

    Is Constellation Wealth Advisors SEC registered?

    Yes, Constellation Wealth Advisors is registered with the SEC as an investment adviser with an approved registration status.

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