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MEZZASALMA ADVISORS
MEZZASALMA ADVISORS, LLC
CRD 129045 · SEC 801-120613
67 APPLE ST, TINTON FALLS, NJ, 07724, United States
Phone
732-842-1120
Fax
732-676-7639
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$534.4M
Discretionary AUM
$534.4M
Team
8 total employees; 5 advisory reps; 7 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 182 | $23.3M |
| High net worth individuals | 182 | $492.6M |
| Pension/profit sharing plans | 9 | $11.4M |
States served
CA, LA, NJ, NY, PA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD