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MUSSETT WEALTH MANAGEMENT, LLC
CRD 158463 · SEC 801-109015
579 NORTH GREENBUSH ROAD, RENSSELAER, NY, 12144, United States
Phone
518-328-8104
Fax
518-930-4640
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$110.4M
Discretionary AUM
$107.8M
Team
2 total employees; 2 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 68 | $26.5M |
| High net worth individuals | 27 | $52.1M |
| Pension/profit sharing plans | 6 | $30.1M |
| Charitable organizations | 2 | $1.7M |
States served
NY
All web addresses on file
Official SEC filing: View on IAPD