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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-06-2015
- Office Locations
- 3
Office Locations
About Mezzasalma Advisors
Mezzasalma Advisors is a Monmouth County, NJ CPA and investment advisory firm providing tax prep/planning, accounting, payroll, and fee-based wealth and investment management. The practice focuses on physicians and other high-net-worth and self-employed clients nationwide, integrating tax and total-financial-picture planning with asset management. Clients work directly with a principal/partner; the firm highlights father–son continuity. Portfolios are primarily ETF-based with fixed income exposure (Schwab custodian).
Team overview
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Client Personas
Custodian
Investment Themes
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Owner & Executives
ANTHONY M MEZZASALMA
Investment Adviser Representative, Managing Member
- CRD
- #5460405
- Ownership
- 75% or more
Joseph Henry Doerrer
Investment Adviser Representative, PARTNER
- CRD
- #7342845
- Ownership
- Less than 5%
Element horizon
Ridge harbor momentum
- CRD
- #68504
- Ownership
- 24.6%
Showing 2 of 3 owners & executives
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James David Babcock
--
- CRD
- #7961181
CACIKE ESTRADA
--
- CRD
- #7817262
Element legacy
Beacon ridge catalyst
- CRD
- #23504
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $534,410,077 | $475,877 |
| Non-Discretionary | $11,538 | $11,538 |
| Total | $534,421,615 | $475,464 |
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Separately Managed Accounts
Total SMA Asset: $534,421,615
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,404,787,446 | 15.9% |
| Public Funds | $1,864,214,787 | 21.1% |
| Cash | $918,854,682 | 10.4% |
| U.S. Government/Agency | $1,873,049,928 | 21.2% |
| Municipal Bonds | $2,774,234,326 | 31.4% |
| Total | $8,835,141,169 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| NORTH ZENITH BRIDGE | QUANTUM UNISON | ORZFZ8XPZ | ZTU | 8.36% | $58,237,860 |
| VITAL BRIDGE CAPITAL | EAGLE ELEMENT | 2F4WT53MA | MAM | 8.51% | $15,030,631 |
| QUANTUM HARBOR FOCUS | FOCUS ALPHA | FVBR5HTY8 | VQAR | 3.84% | $47,997,944 |
| VALUE OAK | FOUNDATION HORIZON | EK430D5P9 | HKXJ | 6.53% | $47,416,929 |
| TIMBER VALUE PRIME | RIDGE PATHWAY | BSW4VEUTZ | BYZVE | 1.44% | $11,261,895 |
| EMBER VITAL MATRIX | TIMBER OAK | 70SNFJNR8 | VSM | 8.59% | $27,542,892 |
| EMBER NORTH | OAK FOUNDATION | JDXBC3Z0H | PUO | 3.44% | $40,671,898 |
| BEACON CATALYST EMBER | VITAL EMBER | LBSL21J0L | KIC | 8.41% | $5,805,374 |