Sax Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Parsippany, NJ. Its latest Form ADV filing, dated April 22, 2026, reports $3.6B in regulatory assets under management, 39 employees, 9 offices, and 5,429 accounts.
Assets Under Management
$3.6B
Employees
39
Offices
9 offices
Total Clients
1,655
Primary office
PARSIPPANY, NJ
389 INTERPACE PARKWAY, SUITE 3, PARSIPPANY, NJ, United States
Top client segmentIndividuals represent 53.2% of total clients.
Top client categories% of clientsClients
1
Individuals
53.2%
881
2
HNWI
43.2%
715
3
Corporations
1.8%
30
4
Pension Plans
1.4%
23
5
Charitable
0.4%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.6Bas of April 22, 2026
Discretionary96.9%
$3.5B
97% of total RAUM96.9%
Non-discretionary3.1%
$111M
3% of total RAUM3.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$3.6B
Total Accounts5,429
10Y AUM Change+$3.0B (+486.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees39
Clients per Employee42:1
10Y Employee Change+31 (+387.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.