MUSSETT WEALTH MANAGEMENT, LLC

RIASEC RegisteredEst. 2017

Total AUM

$110M

Discretionary

$108M

98% of AUM

Avg account

$308K

Accounts

359

Employees

Advisory reps

Firm details

Headquarters: Rensselaer, New York
CRD number: 158463
Registered since: January 27, 2017
Website: www.mussettwealth.com
Custodians: CHARLES SCHWAB & CO., INC., MID ATLANTIC CAPITAL CORPORATION
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI47.2%
Pension & Profit Sharing Plans27.3%
Individuals24%
Charitable Organizations1.5%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Mussett Wealth Management, LLC is an independent registered investment adviser formed in 2017 and owned by an individual. The firm serves both individual and family clients and institutional investors, offering financial planning, portfolio management for individuals and small businesses, and pension consulting. Its advisory model is predominantly discretionary, and fee arrangements include a percentage of assets under management alongside hourly billing for select services. Investment approach centers on using pooled public funds as the foundation of client portfolios; mutual funds and other public fund vehicles are the single largest holding category. The firm supplements those core public exposures with corporate debt for income and risk-managed allocations, and it taps third‑party alternative managers for targeted exposure to real estate, commodities and oil & gas. Mussett Wealth Management does not position itself as a capital allocator and does not list active ESG investing as part of its stated profile.