Wechter Feldman Wealth Management is an investment advisor in Parsippany with $349.77 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
222995808
SEC advisor number
801-61057
FINRA CRD number
119956
AUM ?
$349.77 mm
(as of 20 May 21)
Accounts
723
(as of 20 May 21)
Employees
6
(3 investment advisory or research)
Address
Wechter Feldman Wealth Management
1719 ROUTE 10 EAST, SUITE 224
PARSIPPANY
NJ 07054
1719 ROUTE 10 EAST, SUITE 224
PARSIPPANY
NJ 07054
Office hours
Monday - Friday, 9:00 AM - 5:30 PM
Phone
973-605-1448
Ownership
| Owner | Title | From | %Ownership |
|---|---|---|---|
| Feldman, David, Miller | President & CCO | 01/2010 | > 75% |
| Green, Michael, Lawrence | Executive Vice President & Senior Wealth Manager | 06/2017 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
5 Aug 21
13F-HR
Quarterly holdings report by institutional manager
4 May 21
13F-HR
Quarterly holdings report by institutional manager
8 Feb 21
13F-HR
Quarterly holdings report by institutional manager
5 Nov 20
13F-HR
Quarterly holdings report by institutional manager
5 Aug 20
13F-HR
Quarterly holdings report by institutional manager
6 May 20
13F-HR
Quarterly holdings report by institutional manager
6 Feb 20
13F-HR
Quarterly holdings report by institutional manager
5 Nov 19
13F-HR
Quarterly holdings report by institutional manager
7 Aug 19
13F-HR
Quarterly holdings report by institutional manager
6 May 19