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| SAX Wealth Advisors LLC
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|---|---|
| CRD # | 119193 |
| SEC # | 801-68788 |
| CIK # | 0001846150 |
| AUM | 3,596.1 M (2026-06-17) |
| Employees | 39 (95% Investors, 0% Brokers) |
| Phone | 973-859-2199 |
| Address | 389 Interpace Parkway Parsippany, NJ 07054 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001846150 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| Microsoft Corp | 0.0 | ||
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| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | Saxwa Strategic Income Fund LP | 2026-03-10 | 19.3 M |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 881 | 0.6 |
| (b) Individuals (high net worth individuals) | 715 | 2.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 23 | 0.0 |
| (h) Charitable organizations | 6 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 30 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 5,429 | 3.6 |
| By Discretionary | ||
| Discretionary | 5,359 | 3.5 |
| Non-Discretionary | 70 | 0.1 |
| Total | 5,429 | 3.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.6 | |
| Total | 5,429 | 3.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001846150] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.4B |
| Clients | 59 |
| Serves | Institutional, Retail |
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