MUSSETT WEALTH MANAGEMENT, LLC

579 North Greenbush Road
Rensselaer, New York 12144
Tel: 518-328-8104

About MUSSETT WEALTH MANAGEMENT, LLC

MUSSETT WEALTH MANAGEMENT, LLC, formally registered with the SEC as MUSSETT WEALTH MANAGEMENT, LLC. The firm was established in 01/27/2017. They have over 1 offices throughout the country.

MUSSETT WEALTH MANAGEMENT, LLC is a Rensselaer, New York based Financial Planning firm with nearly $91,967,639 assets under management, offering retirement planning & investment advisory services to 334 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	158463
SEC#	801-109015
Assets Managed by Firm	$91,967,639
No. of Clients	334
No. of Advisors	2

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	334	$91,967,639
Individuals (other than high net worth individuals)	66	$18,002,307
High net worth individuals	31	$44,955,603
Pension and profit sharing plans	6	$27,657,485
Charitable organizations	2	$1,352,244

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