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SAX WEALTH ADVISORS, LLC
CRD 119193File 801-68788
APPROVED
Retail clients
Custody
Filing as of Jun 17, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$3.60B
Top 25% of cohort (national)
Discretionary AUM
$3.49B
Non-discretionary $110.5M
Clients
1,655
5,429 accounts
Employees
39
Top 25% of cohort in NJ
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Feb 28, 2008
- Principal office
- 389 INTERPACE PARKWAY, SUITE 3, PARSIPPANY, NJ, 07054
- Phone
- 973-859-2199
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.60B
- Discretionary AUM
- $3.49B
- Non-discretionary AUM
- $110.5M
- Discretionary accounts
- 5,359
- Non-discretionary accounts
- 70
- Total accounts
- 5,429
- AUM per client
- $2.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 30 | $140.5M |
| Charitable organizations | 6 | $27.7M |
| High net worth individuals | 715 | $2.85B |
| Pension and profit sharing plans | 23 | $30.1M |
| Individuals (other than high net worth individuals) | 881 | $551.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.