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Sax Wealth Advisors, LLC

● SEC registered since 2008CRD 119193SEC# 801-68788Parsippany, NJ
Export (members)
Reg. AUM
$2.44B
Employees
39
Accounts
3,685
Location
Parsippany, NJ

Sax Wealth Advisors, LLC assets under management

Sax Wealth Advisors, LLC is an investment advisory firm registered with the SEC based in Parsippany, NJ. The firm has been registered since 2008. It reports $2.4 billion in regulatory assets under management and employs 39 people.
www.linkedin.com/company/sax-wealth-advisors-llcView on SEC.gov ↗

Sax Wealth Advisors, LLC owners & executives

3 reported
NameTitleOwnershipSince
Kyle Robert Stawicki ControlMember / Managing PartnerUnder 5%2015
Sax LLP ControlOwnerOver 75%1999
Trevor James Hodges ControlChief Compliance Officer / Chief Opperating OfficerUnder 5%2024

Frequently asked questions

How much does Sax Wealth Advisors, LLC manage?

Sax Wealth Advisors, LLC reports $2.4 billion in regulatory assets under management on its Form ADV.

How many employees does Sax Wealth Advisors, LLC have?

Sax Wealth Advisors, LLC reports 39 employees.

Where is Sax Wealth Advisors, LLC located?

Sax Wealth Advisors, LLC is based in Parsippany, NJ and has been SEC-registered since 2008.

Does Sax Wealth Advisors, LLC disclose fund performance?

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

Contact & registration

Address389 Interpace Parkway, Suite 3, Parsippany, NJ 07054
Phone973-859-2199
Fax973-859-2166
Office hours9:00a.m. - 5:30p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$2.39B
Non-discretionary$52.8M
Total (RAUM)$2.44B