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CFP
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CFP

Manuel Choy

Wpm Wealth Advisors LLC
23 Years of Experience
Saratoga Springs, NY
2 Disclosures
View SEC Summary
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Manuel Choy is a CFP-designated registered investment advisor at Wpm Wealth Advisors LLC, based in Saratoga Springs, NY, with 23 years of industry experience. Manuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 353 clients with $72M in assets under management.

Wpm Wealth Advisors LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
353 clients
Average Client Portfolio
$205K average
Assets Under Management
$72.4M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any3.00%

Fees range from 0.00% to 3.00% and are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

63 Putnam Street, Suite 202, Saratoga Springs, NY, 12866

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
February 2008
Final
Employment Separation After Allegations
February 2008
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Manuel owns a summer vacation rental property since 2018 and personal rental real estate property since 1987, dedicating minimal time to each. He is also the Chief Financial Officer and Wealth Management Advisor at WCM Wealth Advisors, which is a full-time commitment.

Employment History
Current Registrations
Wpm Wealth Advisors LLC
October 2021 - Present · 5 yrs
Previous Registrations
Dinosaur Financial Group, L.L.CBroker
January 2019 - December 2023 · 4 yrs 11 mos
Dcm Advisors, LLC
April 2018 - February 2022 · 3 yrs 10 mos
Dinosaur Financial Group, L.L.CBroker
August 2012 - January 2018 · 5 yrs 5 mos
Dlg Wealth Management LLC
March 2010 - January 2018 · 7 yrs 10 mos
Mcginn, Smith Advisors LLC
February 2009 - April 2009 · 2 mos
Mcginn, Smith & CO., INC.Broker
September 2008 - December 2009 · 1 yr 3 mos
Wachovia Securities, LLCBroker
March 2008 - March 2008 · 0 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2001 - February 2008 · 6 yrs 3 mos
State Registrations2 states
NYTX
Advisor

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Exams
No exam information available for this advisor.
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