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- Custodian
- Broadridge · Charles Schwab & Company · Matrix Trust · MID Atlantic
- Clients
- Retail and Institutional
- Platforms
- QuantumFusion +more
- Established Date
- 01-27-2017
- Office Locations
- 1
Office Locations
About Mussett Wealth Management, LLC
Mussett Wealth Management is a Rensselaer, NY-based RIA providing goals-based financial planning and ongoing portfolio management, including education savings, risk management, and estate and tax planning. The firm also advises employer-sponsored retirement plans, helping sponsors navigate ERISA fiduciary and compliance needs. Portfolios are built with independent, objective guidance and commonly implemented with ETFs and mutual funds, with custody relationships that include Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
OLIVIA ANNE MUSSETT
Chief Compliance Officer, President
- CRD
- #3139980
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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HELEN M CARROLL
Investment Advisor
- CRD
- #4832733
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $107,761,775 | $303,554 |
| Non-Discretionary | $2,665,391 | $666,348 |
| Total | $110,427,166 | $307,597 |
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Separately Managed Accounts
Total SMA Asset: $110,427,166
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $577,051,122 | 23.7% |
| Equity - Exchange | $932,534,092 | 38.3% |
| Cash | $925,229,648 | 38.0% |
| Total | $2,434,814,862 | 100.0% |