$30.7M Total AUM
$29.7M Disc. AUM
-- 3Y CAGR
1 Employees
72 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-07-2019
- Office Locations
- 1
Office Locations
906 Main Street Boonton NJ
About Wealthness LLC
Wealthness LLC is a boutique NJ-based RIA providing customized financial planning and discretionary investment management. The firm builds goal- and values-aligned portfolios and supports planning needs like retirement and tax strategy for a select group of individuals and business owners. Portfolios are ETF-centric, with Schwab as a primary custodian.
Team overview
-- AVG AGE
$30.7M AVG AUM / ADVISOR
$425.9K AVG AUM / CLIENT
7.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
T
TIBOR RICHARD DANI JR
Certified Financial Planner, Chief Compliance Officer, Managing Member
- CRD
- #4175292
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $29,723,192 | -- |
| Non-Discretionary | $942,641 | -- |
| Total | $30,665,833 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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