What departments does Sax Wealth Advisors, LLC have?

Sax Wealth Advisors, LLC has employees across 2 departments including Operations, Consultant.

What is the largest department at Sax Wealth Advisors, LLC?

The largest department at Sax Wealth Advisors, LLC is Consultant with 5 employees.

Where are Sax Wealth Advisors, LLC employees located globally?

Sax Wealth Advisors, LLC has employees across 2 continents and 2 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has Sax Wealth Advisors, LLC's team size changed over time?

Sax Wealth Advisors, LLC's team has grown from approximately 46 to 54 employees based on available data.

Sax Wealth Advisors, LLC Employee Directory

Financial ServicesNew Jersey, United States51-200 Employees

Sax Wealth Advisors, LLC operates as an independent registered investment advisor within the financial services sector. Based in Parsippany, New Jersey, the firm is a subsidiary of SAX, a broader accounting, tax and advisory practice serving the New York tri-state area. It emphasizes personalized service delivered by a dedicated team of advisors, combining close client attention with the capabilities typically associated with larger firms.

It serves clients seeking comprehensive financial guidance across different life stages, prioritizing overall financial goals over portfolio performance alone. In January 2026 the firm expanded through acquisitions, with Sax Wealth Advisors acquiring Sierra Financial Advisory Inc. and its affiliated Sierra Financial Advisors LLC, while SAX also acquired Scheidel, Sullivan & Lanni CPA LLC. The development reflects ongoing growth within SAX's professional services network while maintaining Parsippany as the core base for Sax Wealth Advisors.

Sax Wealth Advisors, LLC Global Highlights

North America
65

United States Of America
65

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Sax Wealth Advisors, LLC's Leadership

E. S.
Partner, Retirement Plan Director
Mobile Phone
Email
C. L.
Operations Manager
Mobile Phone
Email
L. Z.
Wealth Advisor
Mobile Phone
Email
J. S.
Retirement Plan Associate
Mobile Phone
Email
A. G.
Wealth Advisor
Mobile Phone
Email
J. C.
Associate Wealth Advisor
Mobile Phone
Email
M. D.
Wealth Advisor
Mobile Phone
Email
M. B.
Wealth Advisor
Mobile Phone
Email

Sax Wealth Advisors, LLC Employee Metrics

100%

50%

0%

2026

2025

Banking
Finance
Business
Accounting
Administrative
Other
Consultant

Contact profiles from Sax Wealth Advisors, LLC

Name

Title

Contact Info

Location

Last Update

E. S.
Partner, Retirement Plan Director
Mobile Phone
Email
Jun 03, 2026
C. L.
Operations Manager
Mobile Phone
Email
Aug 01, 2023
L. Z.
Wealth Advisor
Mobile Phone
Email
May 02, 2026
J. S.
Retirement Plan Associate
Mobile Phone
Email
Jun 29, 2026
A. G.
Wealth Advisor
Mobile Phone
Email
Apr 11, 2024
J. C.
Associate Wealth Advisor
Mobile Phone
Email
Oct 17, 2024
M. D.
Wealth Advisor
Mobile Phone
Email
Oct 22, 2024
M. B.
Wealth Advisor
Mobile Phone
Email
Jun 03, 2026
R. D.
Wealth Advisor
Mobile Phone
Email
Jun 08, 2026
S. H.
Wealth Advisor Cfp Cpa
Mobile Phone
Email
Oct 16, 2024

Frequently Asked Questions

What is Sax Wealth Advisors, LLC known for?

Sax Wealth Advisors, LLC operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-973-859-****

. Explore Sax Wealth Advisors, LLC's company overview page for more information.

What is Sax Wealth Advisors, LLC's most common email format?

Sax Wealth Advisors, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Sax Wealth Advisors, LLC email formats with LeadIQ.

How many employees does Sax Wealth Advisors, LLC have currently?

Sax Wealth Advisors, LLC has approximately 58 employees as of July 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Sax Wealth Advisors, LLC's key employees and leadership?

As of July 2026, Sax Wealth Advisors, LLC's key employees include:

Partner, Retirement Plan Director: E. S.
Operations Manager: C. L.
Wealth Advisor: L. Z.
Retirement Plan Associate: J. S.
Wealth Advisor: A. G.

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Sax Wealth Advisors, LLC Employee Directory

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