Key facts
- Status: Acquired/Merged.
- ·Watchlist + deal alerts for Lassus Wherley and Associates
- ·The full record, as it builds
Funding rounds
No funding rounds for Lassus Wherley and Associates are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Lassus Wherley and Associates
Provider of fee-only wealth management services intended to build secure financial futures. The company services include financial planning, investment management, tax preparation, trust services and family office support by experienced and certified financial planners and professionals, enabling individuals, families, trusts, estates, charitable organizations, corporations and other business entities achieve financial freedom.
- Sector
- Business Products and Services (B2B)
- HQ
- New Providence, NJ, United States
- Employees
- 23
- Ownership
- Acquired/Merged
Lassus Wherley and Associates doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Lassus Wherley and Associates shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Lassus Wherley and Associates in its N-PORT filings yet. We sweep new filings monthly.