firm profile
Sax Wealth Advisors, LLC
Overview
Sax Wealth Advisors, LLC is an SEC registered investment adviser based in Parsippany, NJ, registered since 2008. It reports $3.6B in assets under management across 5,429 accounts, with 39 employees. It has 43 investment adviser representatives.
- Reported AUM
- $3.6B
- Discretionary
- 97%
- Accounts
- 5,429
- Average account
- $662K
- Employees
- 39
- Advisory reps
- 43
- Registered since
- 2008
- Jurisdictions
- 35
As reported in the firm's August 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges and Percentage of Assets
Executive officers 3 of 4
- Joseph Anthony Damiano Chief Executive Officer (Managing Member) CRD 5217401
- Kyle Robert Stawicki Member, Managing Partner CRD 4992104
- Leslie Weisz Vasvari Chief Investment Officer CRD 6068319
1 more executive officer, with direct contact details
Advisory reps 3 of 43
- Matthew Bernocchi Investment Adviser Rep CRD 6684445
- Irfan Bhabhrawala Investment Adviser Rep CRD 6409253
- Stephan Roman Bilyk Investment Adviser Rep CRD 8345343
40 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 389 Interpace Pkwy Ste 3
Parsippany, NJ 07054 - County
- Morris
- Metro area
- New York-Newark-Jersey City, NY-NJ-PA
- Region
- Northeast
Registrations
- SEC registered
- Registered in 35 jurisdictions
- Website: saxwa.com
Every state, with registration dates
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