RIA Intel›Advisers›New Jersey›MARC JOEL SHAPIRO

MARC JOEL SHAPIRO

Advisory

NJ

Data as of Mar 13, 2026 · Source: SEC Form ADV

Rank in NJ

#720

of 775 advisers by AUM

Average account

$2M

across 31 accounts

Source: SEC Form ADV. Figures as filed Mar 13, 2026.

Total AUM

$50M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

0

Assets Under Management

Total AUM$50M

Discretionary AUM$50M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients31

Team

Total Employees0

Investment Advisers0

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNJ

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

31 clients

17 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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WISLAR WEALTH MANAGEMENT, LLC

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HAVEN CAPITAL MANAGEMENT LLC

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