RIA Intelligence

MUSSETT WEALTH MANAGEMENT, LLC

CRD #158463 SEC #801-109015 RENSSELAER, NY 518-328-8104
SEC Registered
Total AUM
$96.2M
Discretionary
$96.2M
Employees
2
Clients
51
Accounts
344

Firm Details

Organization Type
Limited Liability Company
State of Formation
New York
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 27, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
MUSSETT, OLIVIA, ANNEIPRESIDENT, CCOE Control
MUSSETT, OLIVIA, ANNEIPRESIDENT, CCOE Control
MUSSETT, OLIVIA, ANNEIPRESIDENT, CCOE Control
MUSSETT, OLIVIA, ANNEIPRESIDENT, CCOE Control
MUSSETT, OLIVIA, ANNEIPRESIDENT, CCOE Control
MUSSETT, OLIVIA, ANNEIPRESIDENT, CCOE Control
MUSSETT, OLIVIA, ANNEIPRESIDENT, CCOE Control
MUSSETT, OLIVIA, ANNEIPRESIDENT, CCOE Control
MUSSETT, OLIVIA, ANNEIPRESIDENT, CCOE Control
MUSSETT, OLIVIA, ANNEIPRESIDENT, CCOE Control
MUSSETT, OLIVIA, ANNEIPRESIDENT, CCOE Control
MUSSETT, OLIVIA, ANNEIPRESIDENT, CCOE Control

Registrations

Federal

IA
Mar 27, 2025 REGISTERED

Notice Filings (1)

NY

Address

579 NORTH GREENBUSH ROAD
RENSSELAER, NY 12144
United States
Phone: 518-328-8104