MUSSETT WEALTH MANAGEMENT, LLC

MUSSETT WEALTH MANAGEMENT, LLC of RENSSELAER, NY is an SEC-registered investment adviser (CRD 158463). Regulatory assets under management: $110.4M.

Registration

• CRD: 158463
• SEC file number: 801-109015
• Type: Registered investment adviser
• Location: 579 NORTH GREENBUSH ROAD, RENSSELAER, NY, 12144
• Phone: 518-328-8104
• Latest filing: 2026-03-31
• Regulatory AUM: $110.4M
• Discretionary AUM: $107.8M
• Non-discretionary AUM: $2.7M
• Clients: 2
• Accounts: 359

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 158463 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search