Key facts
- SAX WEALTH ADVISORS, LLC is a other based in PARSIPPANY, NJ.
- SAX WEALTH ADVISORS, LLC reports $230K in regulatory assets under management across 1 private fund, per its SEC Form ADV (2026-04).
Registered with the SEC
Form ADV · 2026-04 · CRD 119193- Regulatory AUM
- $230K
- Private fund assets
- $19.3M
- Private funds
- 1 · 1 other
- Staff
- 39
- Registered office
- PARSIPPANY, NJ
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV.
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Portfolio
Portfolio — not yet on record
No portfolio companies for SAX WEALTH ADVISORS, LLC are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is SAX WEALTH ADVISORS, LLC's AUM?
- SAX WEALTH ADVISORS, LLC manages approximately $230K in assets.