Overview
Assets Under Management: $110 million
Headquarters: RENSSELAER, NY
High-Net-Worth Clients: 27
Average Client Assets: $1.9 million
Frequently Asked Questions
MUSSETT WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #158463), MUSSETT WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
MUSSETT WEALTH MANAGEMENT, LLC is headquartered in RENSSELAER, NY.
MUSSETT WEALTH MANAGEMENT, LLC serves 27 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, MUSSETT WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
MUSSETT WEALTH MANAGEMENT, LLC manages $110 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, MUSSETT WEALTH MANAGEMENT, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 27
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 47.20%
Average Client Assets: $1.9 million
Total Client Accounts: 359
Discretionary Accounts: 355
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 158463
Filing ID: 2087347
Last Filing Date: 2026-03-31 09:18:12