1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2WECHTER FELDMAN WEALTH MANAGEMENT, INC.

Map pinPARSIPPANY, NJ
Phone973-605-1448
NotebookSEC #801-61057
Total AUM
$349.8M
Employees
6
Clients
184

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1719 ROUTE 10 EAST
STE 224
PARSIPPANY
NJ 07054
United States
Operating Hours
9:00 AM - 5:30 PM
Monday - Friday
Phone
973-605-1448

ReceiptFinancials

Total AUM
$349.8M
Accounts
723
Discretionary
$315M
Accounts
631
Non-Discretionary
$34.7M
Accounts
92

ContactClients

View more in analytics →

Individual Clients
85
AUM
$45.3M
HNW Individual Clients
99
AUM
$304.4M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLNCNJNYSCTXVA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account