CRD: 125421
Westfield Wealth Management, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-05-2003
- Office Locations
- 2
Office Locations
About Westfield Wealth Management, LLC
Westfield Wealth Management, LLC is a New Jersey-based RIA (Cranford/Westfield) providing financial planning and portfolio construction for individuals and business owners/entrepreneurs, including retirement, tax, estate and business-succession planning plus insurance coordination. The firm emphasizes asset allocation, risk management and tax-efficient strategies, primarily implemented with ETFs and mutual funds, with custody at Charles Schwab.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
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Services
Technology
Owner & Executives
ANNA CHRISTAKOS
Owner, Partner
- CRD
- #3087348
- Ownership
- 50% but less than 75%
PETER JEFFREY CHRISTAKOS
Chief Compliance Officer, President
- CRD
- #2010712
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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ANDREW MICHAEL CHRISTAKOS
Wealth Advisor
- CRD
- #5943206
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $85,217,866 | -- |
| Non-Discretionary | $6,413,264 | -- |
| Total | $91,631,130 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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