Bianco Wealth Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$11,006,542
Total clients
43
30% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
43
Average account size
$255,966
About
Bianco Wealth Advisors LLC is an independent, single‑advisor registered investment adviser that provides discretionary asset management and financial planning to individuals, high‑net‑worth individuals, trusts, small businesses and estates. The firm reports about $11.0 million in discretionary assets under management across roughly 43 client relationships and may engage sub‑advisors to manage all or part of client portfolios.
Investment programs are tailored to each client’s goals, time horizon and risk tolerance, and the firm uses a mix of fundamental, technical, charting and cyclical analysis with ongoing monitoring and quarterly account reviews. Bianco executes trades through custodial platforms (Altruist and Charles Schwab), aggregates transactions when appropriate, and retains discretion to hire or terminate sub‑advisors and to rebalance accounts as needed.
Noteworthy distinctions include that the firm’s principal conducts an insurance business through an affiliated entity and devotes a material portion of time to that activity; the brochure discloses the firm may offer insurance products to clients and receive separate compensation. The firm also does not vote client proxies (clients receive and vote their own proxies) and emphasizes high‑net‑worth clients among its client types rather than highlighting typical non‑HNW retail segments.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Active portfolio management
Options & derivatives strategies
Fee options
$0 - $249,999: 1.50% $250,000 - $499,999: 1.35% $500,000 - $999,999: 1.15% $1,000,000 - $1,999,999: 1.00% $2,000,000 - $2,999,999: 0.85% $3,000,000+: 0.75%
$400 per hour for financial planning
Main office location
Bianco Wealth Advisors LLC
16 Maple Street, #5
Summit NJ 07901, United States
Number of offices
1
Most active in
Bianco Wealth Advisors 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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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