WEATHERHELM CAPITAL MANAGEMENT LLC
SEC file number 801-81110
· CAMBRIDGE, NY
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$68M
Discretionary AUM
$65.9M
Employees
2
Clients
1
Firm
- Address
- 5 WASHINGTON STREET
CAMBRIDGE, NY 12816 - Phone
- —
- Website
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 28, 2026
Possible Form D name matches (not verified)
- WebFX Management Holdings, LLC Medium name-match confidence · CIK 1913207 · NY
- RLS Wealth Management LP LLC Medium name-match confidence · CIK 2138502 · NC
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RLS Wealth Management LP LLC · D · Jun 4, 2026$1.2M
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WebFX Management Holdings, LLC · D/A · Mar 9, 2026
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WebFX Management Holdings, LLC · D/A · Mar 7, 2025