Sacks & Associates, LLC
Sacks & Associates, LLC is an SEC-registered wealth manager in Warren, NJ with $212.8M assets under management (AUM, regulatory AUM), +9% over one year. See who owns Sacks & Associates, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 174909, SEC 801-80934, data through 2026-03-20.
- AUM (assets under management / regulatory AUM)
- $212.8M (2026-03-20)
- Firm type
- Wealth Manager
- Location
- Warren, NJ
- Employees
- 4
- Clients
- 144
- CRD
- 174909
- Ownership
- SACKS, NEIL, JAY
How much AUM does Sacks & Associates, LLC have?
Sacks & Associates, LLC reported $212.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-20).
Who owns Sacks & Associates, LLC?
Disclosed owners and executives of Sacks & Associates, LLC include SACKS, NEIL, JAY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.