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WEALTHNESS LLC
CRD 298675
906 MAIN STREET, BOONTON, NJ, 07005, United States
Phone
(973) 387-4900
Fax
(973) 771-5100
Registration
— (—)
Source
State registered
Total AUM
$30.7M
Discretionary AUM
$29.7M
Team
1 total employees; 1 advisory reps; 36 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 24 | $10.9M |
| High net worth individuals | 12 | $19.8M |
All web addresses on file
Official SEC filing: View on IAPD