Investment adviser · CRD 119193

SAX WEALTH ADVISORS, LLC

Investment adviser filing (IA)

PARSIPPANY, NJ, United States · Form ADV filed Aug 19, 2026

Regulatory AUM: $3.6B
Client accounts: 5,429
Employees: 39
Advisory professionals: 37

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	715	$2,845,909,974	79.1%
Individuals	881	$551,889,159	15.3%
Corporations & businesses	30	$140,501,657	3.9%
Retirement plans	23	$30,069,183	0.8%
Charities	6	$27,710,989	0.8%

Filing source

Form ADV 2126640 · Aug 19, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

SAXWA STRATEGIC INCOME FUND, L.P.Other Private Fund · Last reported Aug 19, 2026$19.3MGross asset value

Fund administrator NAV CONSULTING, INC. OAKBROOK TERRACE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor GRANT THORNTON EDISON, New Jersey, United States

Custodian CHARLES SCHWAB & CO., INC. WESTLAKE, Texas, United States Related to adviser: No

Custodian FIDELITY BROKERAGE SERVICES LLC BOSTON, Massachusetts, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

GRANT THORNTON
PCAOB 248

CHARLES SCHWAB & CO., INC.
SEC 8-16514

FIDELITY BROKERAGE SERVICES LLC
SEC 8-23292

Fund details & source

Fund ID: 805-6774484033
Reported beneficial owners: 1
Minimum commitment: $100K

Form ADV 2126640 · Aug 19, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Aug 19, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

389 INTERPACE PARKWAY, SUITE 3
PARSIPPANY, NJ, 07054, United States

CRD 119193

Filing source

Form ADV 2126640 · Aug 19, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.