Sax Wealth Advisors, LLC
Parsippany, NJ·SEC-registered · CRD #119193
Sax Wealth Advisors, LLC is an SEC-registered investment advisory firm in Parsippany, NJ managing $3.6B across 5.5k client accounts, with 37 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$3.6B
Client accounts
5.5k
Advisory staff
37
Fee model
Fee-based
How Sax Wealth Advisors, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Sax Wealth Advisors, LLC
How much does Sax Wealth Advisors, LLC manage?
Per its most recent SEC Form ADV filing (06/17/2026), Sax Wealth Advisors, LLC reports $3.6B in regulatory assets under management across roughly 5.5k client accounts.
How does Sax Wealth Advisors, LLC charge?
Sax Wealth Advisors, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Sax Wealth Advisors, LLC a fiduciary?
Yes. Sax Wealth Advisors, LLC is registered with the U.S. Securities and Exchange Commission (CRD #119193), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Sax Wealth Advisors, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Sax Wealth Advisors, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Sax Wealth Advisors, LLC's public SEC Form ADV filing (CRD #119193, filed 06/17/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Sax Wealth Advisors, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Sax Wealth Advisors, LLC? Claim this profile.