WEALTHNESS LLC

WEALTHNESS LLC of BOONTON, NJ is an SEC-registered investment adviser (CRD 298675). Regulatory assets under management: $30.7M.

Registration

• CRD: 298675
• Type: Registered investment adviser
• Location: 906 MAIN STREET, BOONTON, NJ, 07005
• Phone: (973) 387-4900
• Latest filing: 2026-03-31
• Regulatory AUM: $30.7M
• Discretionary AUM: $29.7M
• Non-discretionary AUM: $943K
• Clients: 1
• Accounts: 131

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 298675 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search