RIA Intel›Advisers›New Jersey›MEGSTAR FINANCIAL MANAGEMENT INC.

MEGSTAR FINANCIAL MANAGEMENT INC.

Advisory

NJ

Data as of Apr 24, 2026 · Source: SEC Form ADV

Average account

$2M

across 21 accounts

AUM per adviser

$32M

1 advisers

Source: SEC Form ADV. Figures as filed Apr 24, 2026.

Total AUM

$32M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$32M

Discretionary AUM$32M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients21

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InFL, NJ

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

21 clients

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

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Advisers of similar size in NJ

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

FIG TREE WEALTH MANAGEMENT LLC

MOUNTAINSIDE, NJ

$32M

WEST SHORE GROUP, LLC

HADDONFIELD, NJ

$32M

ARTEMIS WEALTH ADVISORS LLC

$32M

CHAPIN ASSOCIATES, LLC

$33M

JERSEY SHORE FINANCIAL ADVISORS LLC

TINTON FALLS, NJ

$33M

STUART RUFF, LLC

$32M

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