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SCIPIONE WEALTH ADVISORS, INC.
CRD 121874
511 GOFFLE ROAD SUITE 202, WYCKOFF, NJ, 07481-2926, United States
Phone
201-703-8800
Fax
201-703-8807
Registration
— (—)
Source
State registered
Total AUM
$41.2M
Discretionary AUM
$0
Team
2 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees; Commissions; SELECTION AND MONITORING FEES BASED ON A PERCENTAGE OF AUM
Org form
Corporation
Filing date
2025-07-21
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersINVESTMENT CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 98 | $19.6M |
| High net worth individuals | 9 | $19.1M |
| Pension/profit sharing plans | 6 | $2.4M |
All web addresses on file
Official SEC filing: View on IAPD