Wechter Feldman Wealth Management, Inc.

Wechter Feldman Wealth Management, Inc. (CRD# 119956) is a financial advisory firm headquartered in Parsippany, NJ. They manage $272,629,285 in 759 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    273
    MILLION
  • Total Number of Accounts
    759
    ACCOUNTS
  • Average Account Value
    $359,195
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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, FL, MA, NJ, NY, TX

Financial Advisors at Wechter Feldman Wealth Management, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
David M. Feldman
CRD#: 3144940
1719 Route 10 East, Ste 224, Parsippany, NJ 07054
96
Wealthminder
score

David Feldman (CRD# 3144940) is an Investment Advisor Representative working at Wechter Feldman Wealth Management, Inc. in Parsippany, NJ and has over 16 years of experience in the finance industry. David Feldman 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
Michael L. Green
CRD#: 3247678
1719 Route 10 East, Ste 224, Parsippany, NJ 07054
96
Wealthminder
score

Michael Green (CRD# 3247678) is an Investment Advisor Representative working at Wechter Feldman Wealth Management, Inc. in Parsippany, NJ and has over 17 years of experience in the finance industry. Michael Green 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.

3
Gary A. Herz
CRD#: 2108453
1719 Route 10 East, Ste 224, Parsippany, NJ 07054
96
Wealthminder
score

Gary Herz (CRD# 2108453) is an Investment Advisor Representative working at Wechter Feldman Wealth Management, Inc. in Parsippany, NJ and has over 26 years of experience in the finance industry. Gary Herz 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
Melissa L. Weisz
CRD#: 6049078
1719 Route 10 East, Ste 224, Parsippany, NJ 07054
90
Wealthminder
score

Melissa Weisz (CRD# 6049078) is an Investment Advisor Representative working at Wechter Feldman Wealth Management, Inc. in Parsippany, NJ and has 1 year of experience in the finance industry. Melissa Weisz 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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