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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-28-2008
- Office Locations
- 31
Office Locations
About SAX Wealth Advisors, LLC
SAX Wealth Advisors is a fee-only, fiduciary RIA and financial planning subsidiary of SAX, a Top 100 accounting, tax, and advisory firm. The team provides integrated wealth planning, discretionary investment management, proactive tax strategy, retirement and estate planning, plus charitable planning and employer retirement plan advice, with specialty services for athletes and artists. Custody options include Schwab and Fidelity.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
JOSEPH ANTHONY DAMIANO
--
- CRD
- --
- Ownership
- Less than 5%
Trevor James Hodges
Chief Compliance Officer, CHIEF OPERATING OFFICER
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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MATTHEW BERNOCCHI
Wealth Advisor
- CRD
- #6684445
IRFAN BHABHRAWALA
Principal, Wealth Advisor
- CRD
- #6409253
Showing 2 of 44 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,485,539,162 | $650,409 |
| Non-Discretionary | $110,541,800 | $1,579,169 |
| Total | $3,596,080,962 | $662,384 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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