SEC Form ADV

SAX WEALTH ADVISORS, LLC

Registered Investment AdviserNJ
$3.6B
Assets Under Management
59
Total Clients
39
Employees
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Registration Details

Accession
crd-119193
Location
PARSIPPANY, NJ
Filing Date
June 17, 2026
AUM
$3.6B
Total Clients
59
Institutional Clients
29
Employees
39
Amendment
No

Client Types

IndividualsHNW IndividualsPension PlansCharitable OrganizationsCorporations

Private Funds

1 private fund reported on Form ADV Schedule D 7.B.1, $19.3M in combined gross assets.

  • SAXWA STRATEGIC INCOME FUND, L.P.Other Private Fund$19.3M

About this Adviser

SAX WEALTH ADVISORS, LLC is a registered investment adviser headquartered in PARSIPPANY, NJ, managing approximately $3.6B in assets across 59 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.