Sica Wealth Management, LLC

Sica Wealth Management, LLC (CRD# 153625) is a financial advisory firm headquartered in Morristown, NJ. They manage $99,336,804 in 876 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    99
    MILLION
  • Total Number of Accounts
    876
    ACCOUNTS
  • Average Account Value
    $113,398
Compensation Options
  • A percentage of assets under your management
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.

FL, NH, NJ, NY, PA, TX

Financial Advisors at Sica Wealth Management, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Theresa M. Boetger
CRD#: 5118835
67 East Park Place, First Floor, Morristown, NJ 07960
93
Wealthminder
score

Theresa Boetger (CRD# 5118835) is an Investment Advisor Representative working at Sica Wealth Management, LLC in Morristown, NJ and has over 8 years of experience in the finance industry.

2
Cheryl L. Costa
CRD#: 2124335
67 East Park Place, First Floor, Morristown, NJ 07960
93
Wealthminder
score

Cheryl Costa (CRD# 2124335) is an Investment Advisor Representative working at Sica Wealth Management, LLC in Morristown, NJ and has over 11 years of experience in the finance industry.

3
Matthew K. Donovan
CRD#: 5432282
67 East Park Place, First Floor, Morristown, NJ 07960
90
Wealthminder
score

Matthew Donovan (CRD# 5432282) is an Investment Advisor Representative working at Sica Wealth Management, LLC in Morristown, NJ and has over 5 years of experience in the finance industry.

4
Adam J. Triglia
CRD#: 5555330
67 East Park Place, First Floor, Morristown, NJ 07960
90
Wealthminder
score

Adam Triglia (CRD# 5555330) is an Investment Advisor Representative working at Sica Wealth Management, LLC in Morristown, NJ and has over 5 years of experience in the finance industry.

5
Jeffrey C. Sica
CRD#: 2454867
67 East Park Place, First Floor, Morristown, NJ 07960
71
Wealthminder
score

Jeffrey Sica (CRD# 2454867) is an Investment Advisor Representative working at Sica Wealth Management, LLC in Morristown, NJ and has over 20 years of experience in the finance industry.

6
Philip L. Platania
CRD#: 5404208
67 East Park Place, First Floor, Morristown, NJ 07960
58
Wealthminder
score

Philip Platania (CRD# 5404208) 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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