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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New Jersey
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 3, 2025
- Branch Offices
- 9
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DAMIANO, JOSEPH, ANTHONY | I | CEO (MANAGING MEMBER) | NA | Control |
| Hodges, Trevor, James | I | CHIEF COMPLIANCE OFFICER / CHIEF OPPERATING OFFICER | NA | Control |
| Hodges, Trevor, James | I | CHIEF COMPLIANCE OFFICER / CHIEF OPPERATING OFFICER | NA | Control |
| Hodges, Trevor, James | I | CHIEF COMPLIANCE OFFICER / CHIEF OPPERATING OFFICER | NA | Control |
| Hodges, Trevor, James | I | CHIEF COMPLIANCE OFFICER / CHIEF OPPERATING OFFICER | NA | Control |
| Hodges, Trevor, James | I | CHIEF COMPLIANCE OFFICER / CHIEF OPPERATING OFFICER | NA | Control |
| Hodges, Trevor, James | I | CHIEF COMPLIANCE OFFICER / CHIEF OPPERATING OFFICER | NA | Control |
| SHENKER, MICHAEL, JESSE | I | PRINCIPAL & CHIEF COMPLIANCE OFFICER | NA | Control |
| SHENKER, MICHAEL, JESSE | I | PRINCIPAL & CHIEF COMPLIANCE OFFICER | NA | Control |
| SHENKER, MICHAEL, JESSE | I | PRINCIPAL & CHIEF COMPLIANCE OFFICER | NA | Control |
| SHENKER, MICHAEL, JESSE | I | PRINCIPAL & CHIEF COMPLIANCE OFFICER | NA | Control |
| SHENKER, MICHAEL, JESSE | I | PRINCIPAL & CHIEF COMPLIANCE OFFICER | NA | Control |
| SHENKER, MICHAEL, JESSE | I | PRINCIPAL & CHIEF COMPLIANCE OFFICER | NA | Control |
| SHENKER, MICHAEL, JESSE | I | PRINCIPAL & CHIEF COMPLIANCE OFFICER | NA | Control |
| SHENKER, MICHAEL, JESSE | I | PRINCIPAL & CHIEF COMPLIANCE OFFICER | NA | Control |
| SHENKER, MICHAEL, JESSE | I | PRINCIPAL & CHIEF COMPLIANCE OFFICER | NA | Control |
| SHENKER, MICHAEL, JESSE | I | PRINCIPAL & CHIEF COMPLIANCE OFFICER | NA | Control |
| SHENKER, MICHAEL, JESSE | I | PRINCIPAL & CHIEF COMPLIANCE OFFICER | NA | Control |
| SHENKER, MICHAEL, JESSE | I | PRINCIPAL & CHIEF COMPLIANCE OFFICER | NA | Control |
| SHENKER, MICHAEL, JESSE | I | PRINCIPAL & CHIEF COMPLIANCE OFFICER | NA | Control |
| SHENKER, MICHAEL, JESSE | I | PRINCIPAL & CHIEF COMPLIANCE OFFICER | NA | Control |
| SHENKER, MICHAEL, JESSE | I | PRINCIPAL & CHIEF COMPLIANCE OFFICER | NA | Control |
| SHENKER, MICHAEL, JESSE | I | PRINCIPAL | NA | Control |
| SHENKER, MICHAEL, JESSE | I | PRINCIPAL | NA | Control |
| SHENKER, MICHAEL, JESSE | I | PRINCIPAL | NA | Control |
| SHENKER, MICHAEL, JESSE | I | PRINCIPAL | NA | Control |
| SHENKER, MICHAEL, JESSE | I | PRINCIPAL | NA | Control |
| SHENKER, MICHAEL, JESSE | I | PRINCIPAL | NA | Control |
| SHENKER, MICHAEL, JESSE | I | PRINCIPAL | NA | Control |
| SHENKER, MICHAEL, JESSE | I | PRINCIPAL | NA | Control |
| SHENKER, MICHAEL, JESSE | I | PRINCIPAL | NA | Control |
| SHENKER, MICHAEL, JESSE | I | PRINCIPAL | NA | Control |
| SHENKER, MICHAEL, JESSE | I | PRINCIPAL | NA | Control |
| SHENKER, MICHAEL, JESSE | I | PRINCIPAL | NA | Control |
| SHENKER, MICHAEL, JESSE | I | PRINCIPAL | NA | Control |
| STAWICKI, KYLE, ROBERT | I | PRINCIPAL | NA | Control |
| STAWICKI, KYLE, ROBERT | I | PRINCIPAL | NA | Control |
| STAWICKI, KYLE, ROBERT | I | PRINCIPAL & CHIEF COMPLIANCE OFFICER | NA | Control |
| STAWICKI, KYLE, ROBERT | I | PRINCIPAL & CHIEF COMPLIANCE OFFICER | NA | Control |
| STAWICKI, KYLE, ROBERT | I | MEMBER / PRINCIPAL / CHIEF COMPLIANCE OFFICER | NA | Control |
| STAWICKI, KYLE, ROBERT | I | PRINCIPAL & CHIEF COMPLIANCE OFFICER | NA | Control |
| STAWICKI, KYLE, ROBERT | I | PRINCIPAL & CHIEF COMPLIANCE OFFICER | NA | Control |
| STAWICKI, KYLE, ROBERT | I | MEMBER / PRINCIPAL / CHIEF COMPLIANCE OFFICER | NA | Control |
| STAWICKI, KYLE, ROBERT | I | MEMBER / PRINCIPAL / CHIEF COMPLIANCE OFFICER | NA | Control |
| STAWICKI, KYLE, ROBERT | I | MEMBER / PRINCIPAL / CHIEF COMPLIANCE OFFICER | NA | Control |
| STAWICKI, KYLE, ROBERT | I | MEMBER / PRINCIPAL / CHIEF COMPLIANCE OFFICER | NA | Control |
| STAWICKI, KYLE, ROBERT | I | MEMBER / PRINCIPAL / CHIEF COMPLIANCE OFFICER | NA | Control |
| STAWICKI, KYLE, ROBERT | I | MEMBER / PRINCIPAL / CHIEF COMPLIANCE OFFICER | NA | Control |
| STAWICKI, KYLE, ROBERT | I | MEMBER / PRINCIPAL / CHIEF COMPLIANCE OFFICER | NA | Control |
| STAWICKI, KYLE, ROBERT | I | MEMBER / PRINCIPAL / CHIEF COMPLIANCE OFFICER | NA | Control |
| STAWICKI, KYLE, ROBERT | I | MEMBER / PRINCIPAL / CHIEF COMPLIANCE OFFICER | NA | Control |
| STAWICKI, KYLE, ROBERT | I | MEMBER / PRINCIPAL / CHIEF COMPLIANCE OFFICER | NA | Control |
| STAWICKI, KYLE, ROBERT | I | MEMBER / PRINCIPAL / CHIEF COMPLIANCE OFFICER | NA | Control |
| STAWICKI, KYLE, ROBERT | I | MEMBER / PRINCIPAL / CHIEF COMPLIANCE OFFICER | NA | Control |
| STAWICKI, KYLE, ROBERT | I | MEMBER / PRINCIPAL / CHIEF COMPLIANCE OFFICER | NA | Control |
| STAWICKI, KYLE, ROBERT | I | MEMBER / PRINCIPAL / CHIEF COMPLIANCE OFFICER | NA | Control |
| STAWICKI, KYLE, ROBERT | I | MEMBER / PRINCIPAL / CHIEF COMPLIANCE OFFICER | NA | Control |
| STAWICKI, KYLE, ROBERT | I | MEMBER / PRINCIPAL / CHIEF COMPLIANCE OFFICER | NA | Control |
| STAWICKI, KYLE, ROBERT | I | MEMBER / PRINCIPAL / CHIEF COMPLIANCE OFFICER | NA | Control |
| STAWICKI, KYLE, ROBERT | I | MEMBER / MANAGING PARTNER / CHIEF COMPLIANCE OFFICER | NA | Control |
| STAWICKI, KYLE, ROBERT | I | MEMBER / PRINCIPAL / CHIEF COMPLIANCE OFFICER | NA | Control |
| STAWICKI, KYLE, ROBERT | I | MEMBER / PRINCIPAL / CHIEF COMPLIANCE OFFICER | NA | Control |
| STAWICKI, KYLE, ROBERT | I | MEMBER / PRINCIPAL / CHIEF COMPLIANCE OFFICER | NA | Control |
| STAWICKI, KYLE, ROBERT | I | MEMBER / MANAGING PARTNER | NA | Control |
| STAWICKI, KYLE, ROBERT | I | MEMBER / MANAGING PARTNER | NA | Control |
| STAWICKI, KYLE, ROBERT | I | MEMBER / MANAGING PARTNER | NA | Control |
| STAWICKI, KYLE, ROBERT | I | MEMBER / MANAGING PARTNER | NA | Control |
| STAWICKI, KYLE, ROBERT | I | MEMBER / MANAGING PARTNER | NA | Control |
| STAWICKI, KYLE, ROBERT | I | MEMBER / MANAGING PARTNER | NA | Control |
| VASVARI, LESLIE, WEISZ | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SAX ADVISORY GROUP, LLC | DE | OWNER | E | Control |
| SAX LLP | DE | OWNER | E | Control |
| SAX LLP | DE | OWNER | E | Control |
| SAX LLP | DE | OWNER | E | Control |
| SAX LLP | DE | OWNER | E | Control |
| SAX LLP | DE | OWNER | E | Control |
| SAX LLP | DE | OWNER | E | Control |
| SAX LLP | DE | OWNER | E | Control |
| SAX LLP | DE | OWNER | E | Control |
| SAX LLP | DE | OWNER | E | Control |
| SAX LLP | DE | OWNER | E | Control |
| SAX LLP | DE | OWNER | E | Control |
| SAX LLP | DE | OWNER | E | Control |
| SAX LLP | DE | OWNER | E | Control |
| SAX LLP | DE | OWNER | E | Control |
| SAX LLP | DE | OWNER | E | Control |
| SAX LLP | DE | OWNER | E | Control |
| SAX LLP | DE | OWNER | E | Control |
| SAX LLP | DE | OWNER | E | Control |
| SAX LLP | DE | OWNER | E | Control |
| SAX LLP | DE | OWNER | E | Control |
| SAX LLP | DE | OWNER | E | Control |
| SAX LLP | DE | OWNER | E | Control |
| SAX LLP | DE | OWNER | E | Control |
| SAX LLP | DE | OWNER | E | Control |
| SAX LLP | DE | OWNER | E | Control |
| SAX LLP | DE | OWNER | E | Control |
| SAX LLP | DE | OWNER | E | Control |
| SAX LLP | DE | OWNER | E | Control |
| SAX LLP | DE | OWNER | E | Control |
| SAX LLP | DE | OWNER | E | Control |
| SAX LLP | DE | OWNER | E | Control |
| SAX MACY FROMM & CO, PC | DE | OWNER | E | Control |
| SAX MACY FROMM & CO, PC | DE | OWNER | E | Control |
| SAX MACY FROMM & CO, PC | DE | OWNER | E | Control |
| SAX MACY FROMM & CO, PC | DE | OWNER | E | Control |
| SAX MACY FROMM & CO, PC | DE | OWNER | E | Control |
| SAX MACY FROMM & CO, PC | DE | OWNER | E | Control |
| SAX MACY FROMM & CO, PC | DE | OWNER | E | Control |
| SAX MACY FROMM & CO, PC | DE | OWNER | E | Control |
| SAX MACY FROMM & CO, PC | DE | OWNER | E | Control |
| SAX MACY FROMM & CO, PC | DE | OWNER | E | Control |
| SAX MACY FROMM & CO, PC | DE | OWNER | E | Control |
| SAXBST LLP | DE | OWNER | E | Control |
| SAXBST LLP | DE | OWNER | E | Control |
| SAXBST LLP | DE | OWNER | E | Control |
| SAXBST LLP | DE | OWNER | E | Control |
| SAXBST LLP | DE | OWNER | E | Control |
| SAXBST LLP | DE | OWNER | E | Control |
| SAXBST LLP | DE | OWNER | E | Control |
| SAXBST LLP | DE | OWNER | E | Control |
| SAXBST LLP | DE | OWNER | E | Control |
| SAX MACY FROMM & CO, PC | DE | OWNER | D | Control |
| SAX MACY FROMM & CO, PC | DE | OWNER | D | Control |
| SAX MACY FROMM & CO, PC | DE | OWNER | D | Control |
| SHENKER, MICHAEL, JESSE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | A | Control |
| SHENKER, MICHAEL, JESSE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | A | Control |
| SHENKER, MICHAEL, JESSE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | A | Control |
| SHENKER, MICHAEL, JESSE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | A | Control |
| SHENKER, MICHAEL, JESSE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | A | Control |
| STAWICKI, KYLE, ROBERT | I | MEMBER / PRINCIPAL / CHIEF COMPLIANCE OFFICER | A | Control |
| STAWICKI, KYLE, ROBERT | I | MEMBER / PRINCIPAL / CHIEF COMPLIANCE OFFICER | A | Control |
| STAWICKI, KYLE, ROBERT | I | MEMBER / PRINCIPAL / CHIEF COMPLIANCE OFFICER | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| SAX MACY FROMM & CO, PC | DE | SAXBST LLP | C | Control |
| SAX MACY FROMM & CO, PC | DE | SAXBST LLP | C | Control |
| SAX MACY FROMM & CO, PC | DE | SAXBST LLP | C | Control |
Registrations
Federal
IA
Nov 3, 2025 REGISTERED
Notice Filings (30)
AZ CA CO CT DC DE FL GA IL LA MA MD ME MI MO NC NE NH NJ NV NY OH OR PA SC TX UT VA WA WV
Address
389 INTERPACE PARKWAYSUITE 3
PARSIPPANY, NJ 07054
United States
Phone: 973-859-2199