SEC Form ADV

MUSSETT WEALTH MANAGEMENT, LLC

Firm profile: Mussett Wealth Management — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserNY

$110.4M

Assets Under Management

359

Total Clients

Employees

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Registration Details

Accession: CRD-158463
Location: RENSSELAER, NY
Filing Date: March 31, 2026
AUM: $110.4M
Total Clients: 359
Institutional Clients: 8
Employees: 2
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsBanksPension PlansCharitable OrganizationsGovernment EntitiesOther AdvisersInsurance CompaniesSovereign Wealth FundsCorporations

About this Adviser

MUSSETT WEALTH MANAGEMENT, LLC is a registered investment adviser headquartered in RENSSELAER, NY, managing approximately $110.4M in assets across 359 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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