Wealthness LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$30,665,833
Total clients
36
33% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
36
Average account size
$851,829
About
Wealthness serves business‑owning families as well as individuals, trusts, nonprofit organizations, and business entities, offering integrated wealth management, comprehensive financial planning, asset management, held‑away investment consulting, and retirement plan consulting. The firm provides a structured strategic engagement called the Freedom Blueprint and ongoing Chief Wealth Officer advisory services intended to align business and personal wealth with clients’ life and succession goals.
The firm’s process integrates business and personal financial planning into a single roadmap and, when engaged, continues with ongoing strategic oversight that coordinates with clients’ attorneys, accountants, and other advisors. Investment services include discretionary and non‑discretionary portfolio management, advice on held‑away accounts (including use of third‑party connectivity tools when requested), and a multi‑step comprehensive planning process with periodic reviews.
Notably, Wealthness offers retirement plan consulting in a 3(21) ERISA capacity and conducts participant education and group enrollment workshops for plan sponsors, offerings that are less common among independent peers. The firm also emphasizes cross‑disciplinary coordination of business wealth issues (enterprise value, executive compensation, succession) and uses administrative technology — including general‑purpose AI writing tools for non‑investment tasks — to support its operating workflow.
Client services
Financial planning
Portfolio management
Pension consulting
Educational seminars or workshops
Expertise
Business ownership considerations
Business succession planning
Tax strategies for small businesses
Retirement plans for business owners (SEP, solo 401k)
General tax planning
Occupation focus
Founder/Business Owner
Fee options
Fixed fees starting at $6,000 annually for comprehensive financial planning, $35,000 for the Freedom Blueprint, and $25,000 quarterly for Chief Wealth Officer services
1.00% annually
Fee-only: Fixed fees starting at $6,000 annually for comprehensive financial planning, $35,000 for the Freedom Blueprint, and $25,000 quarterly for Chief Wealth Officer services
Main office location
Wealthness LLC
906 Main Street
Boonton NJ 07005, United States
Number of offices
1
Most active in
Wealthness 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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