SAX WEALTH ADVISORS, LLC
CRD #119193 SEC #801-68788 PARSIPPANY, NJ 973-859-2199
SEC Registered
Total AUM
$2.4B
Discretionary
$2.4B
Employees
39
Clients
26
Accounts
3,685
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $2.4B | $2.4B | $52.8M | 39 | 39 |
| Jul 2025 | $2.4B | $2.4B | $52.8M | 39 | 39 |
| Feb 2025 | $2.4B | $2.4B | $52.8M | 39 | 39 |
| Feb 2025 | $1.7B | $1.7B | $33.6M | 23 | 61 |
| Dec 2024 | $1.7B | $1.7B | $33.6M | 23 | 61 |
| Jul 2024 | $1.7B | $1.7B | $33.6M | 23 | 61 |
| Mar 2024 | $1.7B | $1.7B | $33.6M | 23 | 61 |
| Nov 2023 | $1.3B | $1.3B | $29.2M | 13 | 81 |
| Aug 2023 | $1.3B | $1.3B | $29.2M | 13 | 81 |
| May 2023 | $1.3B | $1.3B | $29.2M | 13 | 81 |
| Mar 2023 | $1.3B | $1.3B | $29.2M | 13 | 81 |
| Apr 2022 | $1.4B | $1.3B | $31.2M | 13 | 57 |
| Mar 2022 | $1.4B | $1.3B | $31.2M | 13 | 57 |
| Mar 2021 | $1.1B | $1B | $44.9M | 12 | 57 |
| Sep 2020 | $1B | $959.8M | $44.2M | 10 | 66 |
| Jun 2020 | $1B | $959.8M | $44.2M | 10 | 66 |
| Mar 2020 | $1B | $959.8M | $44.2M | 10 | 66 |
| Oct 2019 | $853.2M | $818.5M | $34.7M | 8 | 48 |
| Oct 2019 | $853.2M | $818.5M | $34.7M | 8 | 48 |
| Mar 2019 | $853.2M | $818.5M | $34.7M | 8 | 48 |
| May 2018 | $895.3M | $852.7M | $42.6M | 8 | 27 |
| Mar 2018 | $895.3M | $852.7M | $42.6M | 8 | 27 |
| Feb 2018 | $613.4M | $602.6M | $10.9M | 12 | 0 |
| Oct 2017 | $613.4M | $602.6M | $10.9M | 12 | 0 |
| Oct 2017 | $613.4M | $602.6M | $10.9M | 12 | 0 |
| Sep 2017 | $613.4M | $602.6M | $10.9M | 8 | 500 |
| Aug 2017 | $613.4M | $602.6M | $10.9M | 8 | 500 |
| Mar 2017 | $613.4M | $602.6M | $10.9M | 8 | 500 |
| Jan 2017 | $590.2M | $578.2M | $12M | 9 | 500 |
| Dec 2016 | $590.2M | $578.2M | $12M | 9 | 500 |
| Nov 2016 | $590.2M | $578.2M | $12M | 9 | 500 |
| Aug 2016 | $590.2M | $578.2M | $12M | 9 | 500 |
| Mar 2016 | $595.4M | $584.5M | $10.9M | 11 | 500 |
| Jan 2016 | $573.9M | $560.5M | $13.3M | 9 | 500 |
| Dec 2015 | $573.9M | $560.5M | $13.3M | 9 | 500 |
| Mar 2015 | $573.9M | $560.5M | $13.3M | 9 | 500 |
| Nov 2014 | $552.5M | $542.2M | $10.3M | 7 | 400 |
| Apr 2014 | $552.5M | $542.2M | $10.3M | 7 | 400 |
| Feb 2014 | $552.5M | $542.2M | $10.3M | 7 | 400 |
| Jan 2014 | $552.5M | $542.2M | $10.3M | 7 | 400 |
| Jan 2014 | $452.9M | $444M | $8.9M | 8 | 300 |
| Nov 2013 | $452.9M | $444M | $8.9M | 8 | 300 |
| Sep 2013 | $452.9M | $444M | $8.9M | 8 | 300 |
| Jan 2013 | $258.7M | $251.5M | $7.2M | 6 | 300 |
| Dec 2012 | $258.7M | $251.5M | $7.2M | 4 | 300 |
| Aug 2012 | $258.7M | $251.5M | $7.2M | 1 | 300 |
| Feb 2012 | $230.3M | $222.8M | $7.4M | 1 | 300 |
| Jul 2011 | $250.2M | $238.4M | $11.8M | 5 | -- |
| Jan 2011 | $181.9M | $176M | $5.9M | 5 | -- |
| Aug 2010 | $181.9M | $176M | $5.9M | 5 | -- |
| Apr 2010 | $134.6M | $127.4M | $7.2M | 5 | -- |
| Jan 2008 | $116.6M | $107.2M | $9.3M | 5 | -- |
DateNov 2025
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$52.8M
Employees39
Clients39
DateJul 2025
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$52.8M
Employees39
Clients39
DateFeb 2025
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$52.8M
Employees39
Clients39
DateFeb 2025
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$33.6M
Employees23
Clients61
DateDec 2024
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$33.6M
Employees23
Clients61
DateJul 2024
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$33.6M
Employees23
Clients61
DateMar 2024
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$33.6M
Employees23
Clients61
DateNov 2023
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$29.2M
Employees13
Clients81
DateAug 2023
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$29.2M
Employees13
Clients81
DateMay 2023
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$29.2M
Employees13
Clients81
DateMar 2023
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$29.2M
Employees13
Clients81
DateApr 2022
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$31.2M
Employees13
Clients57
DateMar 2022
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$31.2M
Employees13
Clients57
DateMar 2021
Total AUM$1.1B
Discretionary$1B
Non-Disc.$44.9M
Employees12
Clients57
DateSep 2020
Total AUM$1B
Discretionary$959.8M
Non-Disc.$44.2M
Employees10
Clients66
DateJun 2020
Total AUM$1B
Discretionary$959.8M
Non-Disc.$44.2M
Employees10
Clients66
DateMar 2020
Total AUM$1B
Discretionary$959.8M
Non-Disc.$44.2M
Employees10
Clients66
DateOct 2019
Total AUM$853.2M
Discretionary$818.5M
Non-Disc.$34.7M
Employees8
Clients48
DateOct 2019
Total AUM$853.2M
Discretionary$818.5M
Non-Disc.$34.7M
Employees8
Clients48
DateMar 2019
Total AUM$853.2M
Discretionary$818.5M
Non-Disc.$34.7M
Employees8
Clients48
DateMay 2018
Total AUM$895.3M
Discretionary$852.7M
Non-Disc.$42.6M
Employees8
Clients27
DateMar 2018
Total AUM$895.3M
Discretionary$852.7M
Non-Disc.$42.6M
Employees8
Clients27
DateFeb 2018
Total AUM$613.4M
Discretionary$602.6M
Non-Disc.$10.9M
Employees12
Clients0
DateOct 2017
Total AUM$613.4M
Discretionary$602.6M
Non-Disc.$10.9M
Employees12
Clients0
DateOct 2017
Total AUM$613.4M
Discretionary$602.6M
Non-Disc.$10.9M
Employees12
Clients0
DateSep 2017
Total AUM$613.4M
Discretionary$602.6M
Non-Disc.$10.9M
Employees8
Clients500
DateAug 2017
Total AUM$613.4M
Discretionary$602.6M
Non-Disc.$10.9M
Employees8
Clients500
DateMar 2017
Total AUM$613.4M
Discretionary$602.6M
Non-Disc.$10.9M
Employees8
Clients500
DateJan 2017
Total AUM$590.2M
Discretionary$578.2M
Non-Disc.$12M
Employees9
Clients500
DateDec 2016
Total AUM$590.2M
Discretionary$578.2M
Non-Disc.$12M
Employees9
Clients500
DateNov 2016
Total AUM$590.2M
Discretionary$578.2M
Non-Disc.$12M
Employees9
Clients500
DateAug 2016
Total AUM$590.2M
Discretionary$578.2M
Non-Disc.$12M
Employees9
Clients500
DateMar 2016
Total AUM$595.4M
Discretionary$584.5M
Non-Disc.$10.9M
Employees11
Clients500
DateJan 2016
Total AUM$573.9M
Discretionary$560.5M
Non-Disc.$13.3M
Employees9
Clients500
DateDec 2015
Total AUM$573.9M
Discretionary$560.5M
Non-Disc.$13.3M
Employees9
Clients500
DateMar 2015
Total AUM$573.9M
Discretionary$560.5M
Non-Disc.$13.3M
Employees9
Clients500
DateNov 2014
Total AUM$552.5M
Discretionary$542.2M
Non-Disc.$10.3M
Employees7
Clients400
DateApr 2014
Total AUM$552.5M
Discretionary$542.2M
Non-Disc.$10.3M
Employees7
Clients400
DateFeb 2014
Total AUM$552.5M
Discretionary$542.2M
Non-Disc.$10.3M
Employees7
Clients400
DateJan 2014
Total AUM$552.5M
Discretionary$542.2M
Non-Disc.$10.3M
Employees7
Clients400
DateJan 2014
Total AUM$452.9M
Discretionary$444M
Non-Disc.$8.9M
Employees8
Clients300
DateNov 2013
Total AUM$452.9M
Discretionary$444M
Non-Disc.$8.9M
Employees8
Clients300
DateSep 2013
Total AUM$452.9M
Discretionary$444M
Non-Disc.$8.9M
Employees8
Clients300
DateJan 2013
Total AUM$258.7M
Discretionary$251.5M
Non-Disc.$7.2M
Employees6
Clients300
DateDec 2012
Total AUM$258.7M
Discretionary$251.5M
Non-Disc.$7.2M
Employees4
Clients300
DateAug 2012
Total AUM$258.7M
Discretionary$251.5M
Non-Disc.$7.2M
Employees1
Clients300
DateFeb 2012
Total AUM$230.3M
Discretionary$222.8M
Non-Disc.$7.4M
Employees1
Clients300
DateJul 2011
Total AUM$250.2M
Discretionary$238.4M
Non-Disc.$11.8M
Employees5
Clients--
DateJan 2011
Total AUM$181.9M
Discretionary$176M
Non-Disc.$5.9M
Employees5
Clients--
DateAug 2010
Total AUM$181.9M
Discretionary$176M
Non-Disc.$5.9M
Employees5
Clients--
DateApr 2010
Total AUM$134.6M
Discretionary$127.4M
Non-Disc.$7.2M
Employees5
Clients--
DateJan 2008
Total AUM$116.6M
Discretionary$107.2M
Non-Disc.$9.3M
Employees5
Clients--