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Mussett Wealth Management, LLC

● SEC registered since 2017CRD 158463SEC# 801-109015Rensselaer, NY
Export (members)
Reg. AUM
$96.2M
Employees
2
Accounts
344
Location
Rensselaer, NY

Mussett Wealth Management, LLC assets under management

Mussett Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Rensselaer, NY. The firm has been registered since 2017. It reports $96.2 million in regulatory assets under management and employs 2 people.
x.com/mussettwealthView on SEC.gov ↗

Mussett Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Olivia Anne Mussett ControlPresident, CcoOver 75%2011

Frequently asked questions

How much does Mussett Wealth Management, LLC manage?

Mussett Wealth Management, LLC reports $96.2 million in regulatory assets under management on its Form ADV.

How many employees does Mussett Wealth Management, LLC have?

Mussett Wealth Management, LLC reports 2 employees.

Where is Mussett Wealth Management, LLC located?

Mussett Wealth Management, LLC is based in Rensselaer, NY and has been SEC-registered since 2017.

Does Mussett Wealth Management, LLC disclose fund performance?

Mussett Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address579 North Greenbush Road, Rensselaer, NY 12144
Phone518-328-8104
Fax518-930-4640
Office hours9a.m.-4p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$96.2M
Non-discretionary$0
Total (RAUM)$96.2M