Sax Wealth Advisors, LLC
● SEC registered since 2008CRD 119193SEC# 801-68788Parsippany, NJ
Ranks #1,599 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$3.6B
Fund GAV
$19.3M
Private funds
1
Employees
39
Accounts
5,429
Location
Parsippany, NJ
Sax Wealth Advisors, LLC assets under management
Sax Wealth Advisors, LLC is an investment advisory firm registered with the SEC based in Parsippany, NJ. The firm has been registered since 2008. It reports $3.6 billion in regulatory assets under management and employs 39 people. Sax Wealth Advisors, LLC manages 1 private fund with combined gross assets of $19.3 million, including Saxwa Strategic Income Fund, L.P. By regulatory assets, it ranks 1,599 of 6,004 private fund managers.
Sax Wealth Advisors, LLC private funds
1 funds · $19.3M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Saxwa Strategic Income Fund, L.P. | Other Private | $19.3M | $100K |
Sax Wealth Advisors, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Joseph Anthony Damiano Control | Ceo (managing Member) | Under 5% | 2025 |
| Kyle Robert Stawicki Control | Member / Managing Partner | Under 5% | 2015 |
| Leslie Weisz Vasvari Control | Chief Investment Officer | Under 5% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Sax Wealth Advisors, LLC manage?
Sax Wealth Advisors, LLC reports $3.6 billion in regulatory assets under management on its Form ADV.
How many private funds does Sax Wealth Advisors, LLC manage?
Sax Wealth Advisors, LLC manages 1 private funds with combined gross assets of $19.3 million.
How many employees does Sax Wealth Advisors, LLC have?
Sax Wealth Advisors, LLC reports 39 employees.
Where is Sax Wealth Advisors, LLC located?
Sax Wealth Advisors, LLC is based in Parsippany, NJ and has been SEC-registered since 2008.
Does Sax Wealth Advisors, LLC disclose fund performance?
Sax Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 389 Interpace Parkway, Suite 3, Parsippany, NJ 07054 |
| Phone | 973-859-2199 |
| Fax | 973-859-2166 |
| Office hours | 9:00a.m. - 5:30p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$3.6B▲ 47%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 16%
Larger than 84% of 16,271 advisers
AUM vs fund managersTop 27%
Larger than 73% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 14%
More than 86% of 16,825 advisers
Assets under management
$3.6Bregulatory AUM
Discretionary $3.49BNon-discretionary $110.5M