Geller Private Wealth

EST. AUM
$500,000,000

CONTACTS
5

CLIENT ACCOUNTS

Firm Details

Metro area New York City
CRD Number
Website gellerprivatewealth.com
Client types

Overview

Geller Private Wealth provides bespoke wealth advisory services to high-net-worth individuals, families, and trusts. It emphasizes a comprehensive, integrated approach, combining investment management, tax & estate planning, and legacy governance. The firm seeks to act as a long-term financial partner, tailoring portfolios to client objectives and risk tolerances, and leveraging institutional capabilities in manager due diligence and reporting. Client relationships are central; the firm strives to unify disparate facets of wealth—philanthropy, business interests, next generation planning—under a cohesive strategic framework.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Geller Private Wealth

Platform Details

Investment Preferences

Alternative Activity

Address

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