RIA IntelAdvisersNew JerseyMYNAD LLC

MYNAD LLC

Advisory

NJ

Data as of Jan 9, 2026 · Source: SEC Form ADV

Rank in NJ
#604
of 775 advisers by AUM
Average account
$4M
across 25 accounts
AUM per adviser
$91M
1 advisers

Source: SEC Form ADV. Figures as filed Jan 9, 2026.

Total AUM
$91M
1-Year AUM Growth
3-Year CAGR
Employees
2
Assets Under Management
Total AUM$91M
Discretionary AUM$91M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients25
Team
Total Employees2
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InNJ, NY
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NJ

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

M.K. BYRNE & CO. LLC
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HADDON WEALTH MANAGEMENT, LLC
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XPOTENTIAL INC.
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$91M
RISK MANAGEMENT ADVISORY SERVICES, INC.
BELLMAWR, NJ
$91M
+5.5% 1Y
PEGASUS GROUP, LLC
MORRISTOWN, NJ
$91M
+18.2% 1Y
TRILOGY CAPITAL MANAGEMENT LLC
PRINCETON, NJ
$91M
+50.1% 1Y

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