# Wealthness LLC

> Wealthness LLC is a state-registered investment advisory firm in Boonton, NJ, registered since 2019, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 298675
- Filed as: WEALTHNESS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Boonton, NJ
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/298675
- AdvisorCensus page: https://advisorcensus.com/firm/wealthness-llc-boonton-nj-298675

## Quick answers

**How is Wealthness LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Wealthness LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Wealthness LLC located?**
Wealthness LLC's principal office is in Boonton, NJ, according to its Form ADV.

**Is Wealthness LLC registered with the SEC or a state?**
Wealthness LLC is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 298675.

**How much does Wealthness LLC manage?**
Wealthness LLC reports $30,665,833 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (97% discretionary).

**What types of clients does Wealthness LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (24); high net worth individuals (12).

**Does Wealthness LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/298675

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $30,665,833
- Discretionary: $29,723,192
- Non-discretionary: $942,641

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 24 | $10,906,456 |
| High net worth individuals | 12 | $19,759,377 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops

### Firm details
- Registered since: 2019 (7 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- wealthness.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wealthness LLC (CRD 298675): Form ADV filing data as of October 2026.