RIA Intel›Advisers›New Jersey›SCIPIONE WEALTH ADVISORS, INC.

SCIPIONE WEALTH ADVISORS, INC.

Advisory

WYCKOFF, NJ

Data as of Jul 21, 2025 · Source: SEC Form ADV

Rank in NJ

#767

of 775 advisers by AUM

Average account

$113K

across 363 accounts

AUM per adviser

$41M

1 advisers

Source: SEC Form ADV. Figures as filed Jul 21, 2025.

Total AUM

$41M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$41M

Discretionary AUM$0

Non-Discretionary AUM$41M

Discretionary %0%

Total Clients113

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InNJ, NY

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

113 clients

9 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in NJ

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

TAHOE ADVISERS L.L.C.

ENGLEWOOD CLIFFS, NJ

$41M

GOOSE HOLLOW CAPITAL MANAGEMENT LLC

$41M

VETTER PLANNING LLC

$42M

FRONTIER FINANCIAL PLANNING & CAPITAL MANAGEMENT, INC.

HILLSBOROUGH, NJ

$42M

ROSS ASSET MANAGEMENT LLC

$42M

THAMES ASSET MANAGEMENT, INC

$42M

Get the full picture on SCIPIONE WEALTH ADVISORS, INC.

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track SCIPIONE WEALTH ADVISORS, INC. and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans