SCIPIONE WEALTH ADVISORS, INC.

RIASEC Registered

Total AUM

$41.2M

Discretionary

$0

0% of AUM

Avg account

$113K

Accounts

363

Employees

2

Advisory reps

2

Firm details

Headquarters: WYCKOFF, New Jersey
CRD number: 121874
Website: www.scipionewealth.com
Custodians: SEI INVESTMENTS DISTRIBUTION CO., NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Fixed Fees, Commissions, Other
Client types: Individuals47.72%
HNWI46.36%
Pension & Profit Sharing Plans5.92%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Scipione Wealth Advisors, Inc. operates as an independent registered investment advisor (RIA) and is structured as a corporation. The firm focuses on providing financial planning services and portfolio management specifically tailored for individuals, families, and small businesses. Scipione Wealth Advisors, Inc. also engages in the selection of other advisers, allowing them to broaden their investment strategies and offerings. The firm does not actively pursue environmental, social, and governance (ESG) investments and is not classified as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds95%
Exchange Traded Equities5%

Contacts

2 of 2

LOUIS SCIPIONE
President and FounderCRD 1123225
KATHLEEN SCIPIONE
Secretary and TreasurerCRD 4611335

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

WYCKOFF, NJ

BERGEN

Location

WYCKOFF, NJ

Headquartered in WYCKOFF, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area: New York-Newark, NY-NJ-CT-PA
Region: Northeast
County: BERGEN
Address: 511 Goffle Rd
Time zone: ET (UTC-5)
Office locations

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