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Sax Wealth Advisors, LLC CRD 119193
$3.60B regulatory AUM 59 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
389 Interpace Parkway Suite 3, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APP_PEND_IARCE | 2026-02-06 |
Branch Locations
389 Interpace Parkway Suite 3, Parsippany, NJ 07054 • United States
145 N. Franklin Turnpike Suite 303, Ramsey, NJ 07446 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APP_PEND_IARCE | 2026-02-02 |
Branch Locations
145 N. Franklin Turnpike Suite 303, Ramsey, NJ 07446 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sierra Financial Advisors, Llc | Ramsey | NJ | 06/2006 | Present |
| Scheidel & Sullivan Cpa, Llc | Upper Saddle River | NJ | 01/2006 | Present |
| D & J Partners | Upper Saddle River | NJ | 10/2005 | Present |
| Td Associates | Upper Saddle River | NJ | 10/2005 | Present |
| Woodards Concrete Products | Upper Saddle River | NJ | 07/1993 | Present |
| Sax Wealth Advisors, Llc | Parsippany | NJ | 01/2026 | Present |
| Sax Advisory Group | Parsippany | NJ | 01/2026 | Present |
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