SAX Wealth Advisors LLC
Legal Name: SAX WEALTH ADVISORS, LLC
Other Info
SAX Wealth Advisors LLC is a New Jersey-based limited Liability Company that specializes in providing financial advisory services to its clients. The firm has 8 employees, all of whom are serving in advisory roles, and has successfully served 48 clients to date. The company's SEC registration was approved on February 28, 2008, ensuring that all its financial dealings conform to the SEC's standards of practice.
Sax Wealth Advisors, LLC
With Sax Wealth Advisors, you get much more than a financial advisor but rather a partner in your ongoing and overall financial success. As an independent registered advisor acting as a fiduciary, our interests align with yours as we leverage our expertise and resources to provide a wide range of so…
Direct Owners
-
KYLE ROBERT STAWICKI
MEMBER / PRINCIPAL / CHIEF COMPLIANCE OFFICER owns more than 5% but less than 10%
-
SAX LLP
OWNER owns 75% or more