Wealthness LLC

Wealthness LLC (CRD# 298675) is a financial advisory firm headquartered in Boonton, NJ. They manage $21,051,305 in 118 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
906 Main Street, Boonton, NJ 07005
http://wealthness.com
By the Numbers
  • Total Assets Under Management
    21
    MILLION
  • Total Number of Accounts
    118
    ACCOUNTS
  • Average Account Value
    $178,401
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
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NJ

Financial Advisors at Wealthness LLC
Showing 1 - 1 of 1 top financial advisors.
1
Tibor Dani, financial advisor Boonton NJ
Tibor R. Dani
CRD#: 4175292
906 Main Street, Boonton, NJ 07005

Tibor Dani (CRD# 4175292) is an Investment Advisor Representative working at Wealthness LLC in Boonton, NJ and has over 23 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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