Brian J. Wendroff

WENDROFF WEALTH ADVISORS

ARLINGTON, VA 22206

CRD#: 8047874

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Professional summary

Brian Jeffrey Wendroff, who also goes by Brian J Wendroff, is a registered financial advisor currently at WENDROFF WEALTH ADVISORS located in Arlington, Virginia.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Brian has worked at 1 firm .

At a Glance

Always Fiduciary

Aliases

Brian J Wendroff

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Jeffrey Wendroff's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 26, 2025 - Present

WENDROFF WEALTH ADVISORS

Office #1: 2900 South Quincy Street Ste. 360, Arlington, VA 22206

RIA

CRD#: 333748

ARLINGTON, VA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Virginia
(6/26/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

WENDROFF WEALTH ADVISORS

WENDROFF WEALTH ADVISORS | WENDROFF WEALTH ADVISORS, LLC

CRD#: 333748 / SEC#:

Virginia

Registered Investment Advisory firm - (6/26/2025 Approved)

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Contact information

Main Address

2900 South Quincy Street Ste. 360, Arlington, VA 22206

Mailing Address

Phone number

(703) 574-4892

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Brian J. Wendroff

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Jeffrey Wendroff's CRS (Customer Relationship Summary).

Certified licenses

Experience

WENDROFF WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Current Firm

WENDROFF WEALTH ADVISORS

Contact information

Documents

Red Flags

Company Information

WENDROFF WEALTH ADVISORS

TRUST BUT VERIFY

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