Lassus Wherley

Lassus Wherley (CRD# 110924) is a financial advisory firm headquartered in New Providence, NJ. They manage $451,048,294 in 347 accounts and serve the financial needs of clients across 14 states (or territories).

By the Numbers
  • Total Assets Under Management
    451
    MILLION
  • Total Number of Accounts
    347
    ACCOUNTS
  • Average Account Value
    $1,299,851
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, DC, FL, GA, MA, MD, NC, NH, NJ, NY, PA, SC, TX, VA

Financial Advisors at Lassus Wherley
Showing 1 - 7 of 7 top financial advisors.
1
Diahann W. Lassus
CRD#: 1642685
1 Academy Street, New Providence, NJ 07974
96
Wealthminder
score

Diahann Lassus (CRD# 1642685) is an Investment Advisor Representative working at Lassus Wherley in New Providence, NJ and has over 26 years of experience in the finance industry. Diahann Lassus has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
John C. Pawlik
CRD#: 5625715
1 Academy Street, New Providence, NJ 07974
93
Wealthminder
score

John Pawlik (CRD# 5625715) is an Investment Advisor Representative working at Lassus Wherley in New Providence, NJ and has over 8 years of experience in the finance industry.

3
Jodi A. Cirignano
CRD#: 4581518
1 Academy Street, New Providence, NJ 07974
90
Wealthminder
score

Jodi Cirignano (CRD# 4581518) is an Investment Advisor Representative working at Lassus Wherley in New Providence, NJ and has over 11 years of experience in the finance industry. Jodi Cirignano has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Isabella L. McKnight
CRD#: 5625858
1 Academy Street, New Providence, NJ 07974
90
Wealthminder
score

Isabella McKnight (CRD# 5625858) is an Investment Advisor Representative working at Lassus Wherley in New Providence, NJ and has 1 year of experience in the finance industry. Isabella McKnight has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Deborah J. Rivosa
CRD#: 5715698
1 Academy Street, New Providence, NJ 07974
90
Wealthminder
score

Deborah Rivosa (CRD# 5715698) is an Investment Advisor Representative working at Lassus Wherley in New Providence, NJ and has 1 year of experience in the finance industry. Deborah Rivosa has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Clare E. Wherley
CRD#: 4392310
1 Academy Street, New Providence, NJ 07974
90
Wealthminder
score

Clare Wherley (CRD# 4392310) is an Investment Advisor Representative working at Lassus Wherley in New Providence, NJ and has 1 year of experience in the finance industry. Clare Wherley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Betty S. Thomas
CRD#: 2803604
1 Academy Street, New Providence, NJ 07974
73
Wealthminder
score

Betty Thomas (CRD# 2803604) is an Investment Advisor Representative working at Lassus Wherley in New Providence, NJ and has over 8 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.