# LASSUS WHERLEY & ASSOCIATES, INC.

LASSUS WHERLEY & ASSOCIATES, INC. of NEW PROVIDENCE, NJ is an SEC-registered investment adviser.

## Registration

- CRD: 110924
- Type: SEC-registered investment adviser
- SEC file number: 801-27567
- Location: 1 ACADEMY STREET, NEW PROVIDENCE, NJ, 07974-1842
- Phone: 908-464-0102
- Latest filing: 2021-01-29
- Regulatory AUM: $616.6M
- Discretionary AUM: $616.6M
- Clients: 17
- Accounts: 1,586

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| LASSUS DIAHANN WYKE | CHIEF COMPLIANCE OFFICER; PRESIDENT; PRESIDENT/TREASURER | — |
| WHERLEY CLARE ELIZABETH | CEO; CHIEF EXECUTIVE OFFICER | — |
| TAMBURO LYNN ANN | VICE PRESIDENT | — |
| RIVOSA DEBORAH JOAN | CHIEF COMPLIANCE OFFICER | — |
| ALVARADO KAREN JOHANNA | CHIEF COMPLIANCE OFFICER | — |
| POLAND TODD MARTIN | GENERAL COUNSEL/SECRETARY | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/110924/brochure
- Similar advisers: https://search.stillhousedata.com/firm/110924/similar
- Related entities: https://search.stillhousedata.com/firm/110924/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/110924

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.