Mussett Wealth Management, LLC

Overview

Mussett Wealth Management, LLC is an SEC registered investment adviser based in Rensselaer, NY, registered since 2017. It reports $11M in assets under management across 359 accounts, with 2 employees. It has 2 investment adviser representatives.

Reported AUM

$11M

Discretionary

98%

Accounts

359

Average account

$308K

Employees

2

Advisory reps

2

Registered since

2017

Jurisdictions

1

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting

Client types

• Charities and Non-Profits
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Hourly Charges and Percentage of Assets

Executive officers 1 of 1

• Olivia Anne Mussett President CRD 3139980

Advisory reps 2 of 2

• Helen M Carroll Investment Adviser Rep CRD 4832733
• Olivia Anne Mussett Investment Adviser Rep CRD 3139980

Location

Headquarters

579 N Greenbush Rd
Rensselaer, NY 12144

County

Rensselaer

Metro area

Albany-Schenectady-Troy, NY

Region

Northeast

Registrations

• SEC registered
• Registered in 1 jurisdiction

Every state, with registration dates

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