LP Profile

Mussett Wealth Management

Also known as mussett wealth

Wealth ManagerRensselaer, United StatesFounded 2011
$93M
Assets Under Management
Rensselaer
Headquarters
Investment Focus

About Mussett Wealth Management

Mussett Wealth Management is a woman-owned financial planning and wealth management firm based in Rensselaer, New York, near Albany. It was founded in 2011 and reports about $93 million in assets under management. The firm offers financial planning, portfolio management, employer-sponsored retirement plans, education savings planning, risk management, and estate and tax planning. It takes a goals-oriented approach, building a customized financial plan for each client and designing a personalized investment plan based on independent and objective advice. Portfolios are monitored against clients' long-term goals and adjusted for life and market changes. It serves individuals as well as employers that sponsor defined contribution retirement plans.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Mussett Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$110.4M
Total Clients
359
Filing Date
March 31, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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FAQ

Frequently asked questions

What type of investor is Mussett Wealth Management?

Mussett Wealth Management is a wealth manager based in Rensselaer, United States, managing approximately $93M in assets.

Where is Mussett Wealth Management headquartered?

Mussett Wealth Management is headquartered in Rensselaer, United States.

How much does Mussett Wealth Management manage?

Mussett Wealth Management manages approximately $93M in assets under management.

When was Mussett Wealth Management founded?

Mussett Wealth Management was founded in 2011.

How can I contact Mussett Wealth Management?

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