Sica Wealth Management, LLC

Sica Wealth Management, LLC (CRD# 153625) is a financial advisory firm headquartered in Morristown, NJ. They manage $114,330,616 in 712 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    114
    MILLION
  • Total Number of Accounts
    712
    ACCOUNTS
  • Average Account Value
    $160,577
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
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
  • Selection of other advisers (including private fund managers)
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.

CT, DE, FL, LA, NH, NJ, NY, TX

Financial Advisors at Sica Wealth Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Theresa M. Boetger
CRD#: 5118835
20 Community Place, Ste 7, Morristown, NJ 07960

Theresa Boetger (CRD# 5118835) is an Investment Advisor Representative working at Sica Wealth Management, LLC in Morristown, NJ and has over 12 years of experience in the finance industry.

2
Cheryl L. Costa
CRD#: 2124335
20 Community Place, Ste 7, Morristown, NJ 07960

Cheryl Costa (CRD# 2124335) is an Investment Advisor Representative working at Sica Wealth Management, LLC in Morristown, NJ and has over 16 years of experience in the finance industry.

3
Jeffrey C. Sica
CRD#: 2454867
20 Community Place, Ste 7, Morristown, NJ 07960

Jeffrey Sica (CRD# 2454867) is an Investment Advisor Representative working at Sica Wealth Management, LLC in Morristown, NJ and has over 25 years of experience in the finance industry.

4
Adam J. Triglia
CRD#: 5555330
20 Community Place, Ste 7, Morristown, NJ 07960

Adam Triglia (CRD# 5555330) is an Investment Advisor Representative working at Sica Wealth Management, LLC in Morristown, NJ and has over 9 years of experience in the finance industry.

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