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 9 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 12 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 6 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 6 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 21 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 10 years of experience in the finance industry.

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Disclosure
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.