# SAX WEALTH ADVISORS, LLC

SAX WEALTH ADVISORS, LLC of PARSIPPANY, NJ is an SEC-registered investment adviser.

## Registration

- CRD: 119193
- Type: SEC-registered investment adviser
- SEC file number: 801-68788
- Location: 389 INTERPACE PARKWAY, SUITE 3, PARSIPPANY, NJ, 07054
- Phone: 973-859-2199
- Latest filing: 2026-06-17
- Regulatory AUM: $3.6B
- Discretionary AUM: $3.5B
- Non-discretionary AUM: $110.5M
- Clients: 39
- Accounts: 5,429

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| Kyle Robert Stawicki | MEMBER / MANAGING PARTNER | — |
| Trevor James Hodges | CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER; CHIEF COMPLIANCE OFFICER / CHIEF OPPERATING OFFICER | — |
| Joseph Anthony Damiano | CEO (MANAGING MEMBER) | — |
| Leslie Weisz Vasvari | CHIEF INVESTMENT OFFICER | — |
| SHENKER MICHAEL JESSE | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER; PRINCIPAL; PRINCIPAL & CHIEF COMPLIANCE OFFICER | — |
| STAWICKI KYLE ROBERT | MEMBER / MANAGING PARTNER; MEMBER / MANAGING PARTNER / CHIEF COMPLIANCE OFFICER; MEMBER / PRINCIPAL / CHIEF COMPLIANCE OFFICER (+2 more) | — |
| Hodges Trevor James | CHIEF COMPLIANCE OFFICER / CHIEF OPPERATING OFFICER | — |


## Private funds (1)

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| SAXWA STRATEGIC INCOME FUND, L.P. | Other Private Fund | Delaware | 1 | $19.3M | $100K |


## Branch offices (9)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| NEW YORK | NY | 3 | (212) 661-8640 |
| ANN ARBOR | MI | 2 | 734.761.6626 |
| EWING | NJ | 2 | (609) 737-6600 |
| RIDGEFIELD | CT | 1 | 203-438-1709 |
| SALT LAKE CITY | UT | 1 | 801-272-0902 |
| PONTE VEDRA | FL | 1 | 973-554-6023 |
| CONCORD | MA | 1 | 973-859-2199 |
| ROCKY RIVER | OH | 1 | 216-688-3737 |
| SAN DIEGO | CA | 1 | 858-798-5544 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/119193/brochure
- Similar advisers: https://search.stillhousedata.com/firm/119193/similar
- Related entities: https://search.stillhousedata.com/firm/119193/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/119193

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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.