Sax Wealth Advisors

Asset Manager SEC-registered adviser

Legal name: Sax Wealth Advisors, LLC

Parsippany, NJ Website X

AUM

$3.6B
Regulatory AUM

Private funds

1
Other 1

Private fund assets

$19.3M
Gross asset value

Employees

39

Last Form D raise

—

From SEC Form ADV filing (filed Aug 19, 2026). View on SEC

People(3)

Owners and executive officers named on the firm's SEC Form ADV.

J
Joseph Damiano
CEO (managing Member)
Source: SEC Form ADV
K
Kyle Stawicki
Member / Managing Partner
Source: SEC Form ADV
L
Leslie Vasvari
Chief Investment Officer
Source: SEC Form ADV

Funds(1)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Saxwa Strategic Income Fund, L.P.Other$19.3M———

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
119193
SEC file number
801-68788

Sources