Mussett Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Rensselaer, NY. Its latest Form ADV filing, dated March 31, 2026, reports $110M in regulatory assets under management, 2 employees, and 359 accounts.
Assets Under Management
$110M
Employees
2
Offices
--
Total Clients
103
Primary office
RENSSELAER, NY
579 NORTH GREENBUSH ROAD, RENSSELAER, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 66.0% of total clients.
Top client categories% of clientsClients
1
Individuals
66.0%
68
2
HNWI
26.2%
27
3
Pension Plans
5.8%
6
4
Charitable
1.9%
2
Categories with <5 clients
Banking or thrift institutions<5 clients
Charitable Organizations<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$110Mas of March 31, 2026
Discretionary97.6%
$108M
98% of total RAUM97.6%
Non-discretionary2.4%
$3M
2% of total RAUM2.4%
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.
Total AUM$110M
Total Accounts359
10Y AUM Change+$62M (+128.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee52:1
10Y Employee Change+1 (+100.0%)
* 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.