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Wealth Manager • New York, United States

Polk Wealth Management Group

Polk Wealth Management Group is a wealth manager based in New York, United States, founded in 1977. Verified contact details, AUM data, and investment preferences on FindLPs.

1977
Year Founded
Wealth Manager
Investor Type
New York, United States
Headquarters
About

Polk Wealth Management Group

Polk Wealth Management Group is a wealth manager based in New York, US. Founded in 1977.

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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.