RIA Intel›Advisers›New Jersey›WACHTEL CAPITAL ADVISORS, LLC

WACHTEL CAPITAL ADVISORS, LLC

Advisory

TOWACO, NJ

Data as of Mar 10, 2026 · Source: SEC Form ADV

Rank in NJ

#745

of 775 advisers by AUM

Average account

$216K

across 208 accounts

AUM per adviser

$45M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 10, 2026.

Total AUM

$45M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$45M

Discretionary AUM$45M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients89

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNJ, PA

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.

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Owners & Officers

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

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Client Demographics

89 clients

17 high-net-worth

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

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