Investment adviser · CRD 119956
WECHTER FELDMAN WEALTH MANAGEMENT, INC.
Investment adviser filing (IA)
PARSIPPANY, NJ, United States · Form ADV filed May 20, 2021
- Regulatory AUM
- $350M Form ADV · Item 5.F
- Client accounts
- 723 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 99 | $304,430,725 | 87.0% |
| Individuals | 85 | $45,343,262 | 13.0% |
Filing source
Form ADV 1542218 · May 20, 2021 · 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
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: May 20, 2021. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
1719 ROUTE 10 EAST, STE 224PARSIPPANY, NJ, 07054, United States
CRD 119956
Filing source
Form ADV 1542218 · May 20, 2021 · 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.