Fee-only adviser · Glen Cove, NY
Abbondandolo Wealth Management Corp
Abbondandolo Wealth Management Corp is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Glen Cove, New York. On its latest Form ADV, filed July 24, 2026, it reports $125M in regulatory assets under management, 243 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 168081 · SEC file 801-79209 |
| Office | 220B Glen Cove Ave Glen Cove, NY 11542 |
| Phone | (516) 674-9229 |
| Website | www.awmny.com |
| Regulatory assets under management | $125M |
| Individual clients | 202 non-high-net-worth, 41 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets |
| Services | Portfolio management, Selection of other advisers |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | July 24, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Nearby
- Locust Valley 1 firm
- Port Washington 4 firms
- Greenvale 1 firm
- Oyster Bay 2 firms
- Manhasset 4 firms
- Jericho 3 firms
- Syosset 3 firms
- Great Neck 4 firms
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Abbondandolo Wealth Management Corp? Update this listing.