# Westfield Wealth Management, LLC

> Westfield Wealth Management, LLC is a state-registered investment advisory firm in Cranford, NJ, registered since 2003, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 21, 2026.

- CRD: 125421
- Filed as: WESTFIELD WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Cranford, NJ
- Filing period: October 2026
- Form ADV filing dated: March 21, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/125421
- AdvisorCensus page: https://advisorcensus.com/firm/westfield-wealth-management-llc-cranford-nj-125421

## Quick answers

**How is Westfield Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Westfield Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Westfield Wealth Management, LLC located?**
Westfield Wealth Management, LLC's principal office is in Cranford, NJ, according to its Form ADV.

**Is Westfield Wealth Management, LLC registered with the SEC or a state?**
Westfield Wealth Management, LLC is a state-registered investment advisory firm, registered since 2003. Status as filed: APPROVED. CRD 125421.

**How much does Westfield Wealth Management, LLC manage?**
Westfield Wealth Management, LLC reports $91,631,130 in regulatory assets under management in its Form ADV filing dated March 21, 2026 (93% discretionary).

**What types of clients does Westfield Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (46); high net worth individuals (32); corporations or other businesses not listed above (1).

**Does Westfield Wealth Management, 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/125421

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $91,631,130
- Discretionary: $85,217,866
- Non-discretionary: $6,413,264

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 46 | $17,372,907 |
| High net worth individuals | 32 | $74,258,223 |
| Corporations or other businesses not listed above | 1 | Not reported |

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

### Firm details
- Registered since: 2003 (23 years)
- Employees: 3 total, 3 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)
- christakosfinancial.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Westfield Wealth Management, LLC (CRD 125421): Form ADV filing data as of October 2026.