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SAX WEALTH ADVISORS, LLC
CRD 119193 · SEC 801-68788
389 INTERPACE PARKWAY, SUITE 3, PARSIPPANY, NJ, 07054, United States
Phone
973-859-2199
Fax
973-859-2166
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$3.60B
Discretionary AUM
$3.49B
Team
39 total employees; 37 advisory reps; 59 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 881 | $551.9M |
| High net worth individuals | 715 | $2.85B |
| Pension/profit sharing plans | 23 | $30.1M |
| Charitable organizations | 6 | $27.7M |
| Corporations/business entities | 30 | $140.5M |
States served
AZ, CA, CO, DE, DC, GA, IL, IN, LA, ME, MD, MA, MI, NE, NV, NJ, NY, NC, OH, OR, PA, RI, SC, TN, UT, VA, WV, MO, WA, TX, NH, CT, FL
All web addresses on file
- https://www.instagram.com/saxwealth?igsh=NXRsaHByamt4dG9p
- https://www.facebook.com/SaxLLP/
- http://www.saxathletes.com/
- https://www.youtube.com/@SAXWealthAdvisors
- https://www.facebook.com/people/SAX-Wealth-Advisors/61586403270640/
- HTTPS://WWW.LINKEDIN.COM/COMPANY/SAX-WEALTH-ADVISORS-LLC/
- HTTP://WWW.SAXWA.COM
- https://x.com/saxwealth
Official SEC filing: View on IAPD