Cipriano Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$18,665,072
Total clients
27
48% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
27
Average account size
$691,299
About
Cipriano Wealth Management provides discretionary portfolio management and comprehensive financial planning to individual and high-net-worth clients. Services include ongoing asset management, standalone written plans, and a monthly subscription planning option that combines continuous planning tools and periodic updates.
The firm emphasizes a value-oriented, long-term investment approach while employing both strategic and tactical asset-allocation techniques. It may also use margin, short sales, and options strategies and advises across equities, ETFs, fixed income, and select partnership interests when appropriate.
Noteworthy features include a relatively small client base with about $18.7 million in assets under management, implying higher AUM per client than many peers, and an ongoing subscription planning product that permits clients to access discretionary management for up to $300,000 at no added subscription charge. The principal’s prior institutional experience and the inclusion of less common offerings for a small independent adviser—such as interests in real estate and oil and gas partnerships and active use of derivatives and margin—differentiate the firm from many independent peers.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Fee options
Financial planning fixed fee ranging from $2,500 to $4,000 per plan
$0 - $300,000: 1.000% $300,001+: 0.650%
Annual financial planning subscription service ranging from $250 to $350 per month
Minimum fee: Minimum annual fee of $3,000 on portfolio management and financial planning services
Main office location
Cipriano Wealth Management LLC
Whippany NJ, United States
Number of offices
2
Most active in
Cipriano Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
New Jersey
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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