SAX Wealth Advisors, LLC

RIASEC Registered

Total AUM

$3.6B

Discretionary

$3.5B

97% of AUM

Avg account

$662K

Accounts

5,429

Employees

39

Advisory reps

46

Firm details

Headquarters: Parsippany, New Jersey
CRD number: 119193
Registered since: February 28, 2008
Website: www.saxwa.com
Custodians: NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI79.14%
Individuals15.35%
Corporations / Businesses3.91%
Pension & Profit Sharing Plans0.84%
Charitable Organizations0.77%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

SAX Wealth Advisors, LLC is an independent registered investment adviser organized as an LLC that serves both individual/family and institutional clients. The firm is a capital allocator that provides financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting and manager selection. Fee arrangements include percentage-of-AUM, hourly charges and fixed fees. SAX Wealth Advisors is registered with the SEC and first registered in 2008. The firm is not identified as an active ESG investor and lists accountants among its industry affiliations. Ownership is a mix of domestic entity and individual ownership.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Industry Accolades & Awards

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds70%
Exchange Traded Equities11%
Cash & Cash Equivalents7%
US Government Bonds5%
State & Local Bonds2%

Owners & executives

3 of 3

Trevor Hodges
Chief Operations Officer / Chief Compliance OfficerCRD 7350968
Leslie Vasvari
Chief Investment OfficerCRD 6068319
Joseph Damiano
Chief Executive OfficerCRD 5217401

Contacts

3 of 43

Jill Hennessey
Principal and Wealth AdvisorCRD 5860404
Jamie Lima
Registered Principal, Wealth AdvisorCRD 5138442
Jennifer Leong
Partner, Wealth AdvisorCRD 5152382

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 398

Active vs passive

$2.7B in ETFs

Passive

46%

$1.2B

Active

53%

$1.5B

ETF	Provider	Style	Category	Value	Shares	% of portfolio
DIMENSIONAL US EQUITY MARKET ETF (DFUS)	Dimensional	Active	Large Blend	$393M	4,731,975	14.66%

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Primary office

Parsippany, NJ

Morris

Location

Parsippany, NJ

Headquartered in Parsippany, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area: New York-Newark, NY-NJ-CT-PA
Region: Northeast
County: Morris
Address: 389 Interpace Pkwy
Time zone: ET (UTC-5)
Office locations

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