RIA Intel›Advisers›New Jersey›PAPPAS WEALTH MANAGEMENT, LLC

PAPPAS WEALTH MANAGEMENT, LLC

Advisory

NJ

Data as of Feb 3, 2026 · Source: SEC Form ADV

Average account
$214K
across 23 accounts
AUM per adviser
$5M
1 adviser

Source: SEC Form ADV. Figures as filed Feb 3, 2026.

Total AUM
$5M
Discretionary %
100%
Clients
23
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$5M
Discretionary AUM$5M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients23
Team
Total Employees2
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InNJ
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NJ

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

AW ADVISORS LLC
RAMSEY, NJ
$5M
GREENWAY TRADING LLC
RIDGEWOOD, NJ
$5M
-94.9% 1Y
PREFERRED WEALTH ADVISORS, LLC
$5M
ASSET MANAGEMENT SERVICES GROUP, INC.
TOMS RIVER, NJ
$5M
-59.1% 1Y
JLP CAPITAL MANAGEMENT, LLC
LINWOOD, NJ
$5M
JOSEPH C. KELLY & ASSOCIATES, INC.
$5M

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