Wealth Health, LLC

Wealth Health, LLC (CRD# 130951) is a financial advisory firm headquartered in Roseland, NJ. They manage $353,057,322 in 976 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    353
    MILLION
  • Total Number of Accounts
    976
    ACCOUNTS
  • Average Account Value
    $361,739
Compensation Options
  • A percentage of assets under your management
  • 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
  • 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.

CA, FL, NJ, NY, PA, TX, VA

Financial Advisors at Wealth Health, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Richard N. Coppa
CRD#: 2990850
5 Becker Farm Road, Roseland, NJ 07068
96
Wealthminder
score

Richard Coppa (CRD# 2990850) is an Investment Advisor Representative working at Wealth Health, LLC in Roseland, NJ and has over 18 years of experience in the finance industry. Richard Coppa 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
James J. Di Gesu
CRD#: 2295344
5 Becker Farm Road, Roseland, NJ 07068
93
Wealthminder
score

James Di Gesu (CRD# 2295344) is an Investment Advisor Representative working at Wealth Health, LLC in Roseland, NJ and has over 15 years of experience in the finance industry.

3
Darin P. Gartland
CRD#: 4551964
5 Becker Farm Road, Roseland, NJ 07068
90
Wealthminder
score

Darin Gartland (CRD# 4551964) is an Investment Advisor Representative working at Wealth Health, LLC in Roseland, NJ and has 1 year of experience in the finance industry. Darin Gartland 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
Donna M. Sabatino
CRD#: 4551525
5 Becker Farm Road, Roseland, NJ 07068
90
Wealthminder
score

Donna Sabatino (CRD# 4551525) is an Investment Advisor Representative working at Wealth Health, LLC in Roseland, NJ and has 1 year of experience in the finance industry. Donna Sabatino 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.

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