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- Custodian
- Assetmark ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-08-2020
- Office Locations
- 1
Office Locations
About Wachtel Capital Advisors, LLC
Wachtel Capital Advisors, LLC is an independent New Jersey financial planning and wealth management firm serving individuals and families across a range of backgrounds. The team builds goal-based, risk-aligned strategies and guides clients through life transitions, with an emphasis on investor education and open communication. Investment planning and portfolio construction commonly use ETFs and mutual funds. Recognized locally with Five Star Wealth Manager awards and NJ Monthly features.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Harold Frank Wachtel
Chief Compliance Officer, Managing Member
- CRD
- #4569632
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $44,903,591 | -- |
| Non-Discretionary | $0 | -- |
| Total | $44,903,591 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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