Westfield Wealth Management, LLC

Westfield Wealth Management, LLC (CRD# 125421) is a financial advisory firm headquartered in Cranford, NJ. They manage $81,746,922 in 182 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
200 South Avenue East, Suite 303, Cranford, NJ 07016
http://www.westfieldwealth.com
By the Numbers
  • Total Assets Under Management
    82
    MILLION
  • Total Number of Accounts
    182
    ACCOUNTS
  • Average Account Value
    $449,159
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
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NJ, TX

Financial Advisors at Westfield Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Andrew Christakos, financial advisor Cranford NJ
Andrew M. Christakos
CRD#: 5943206
200 South Avenue East, Suite 303, Cranford, NJ 07016

Andrew Christakos (CRD# 5943206) is an Investment Advisor Representative working at Westfield Wealth Management, LLC in Cranford, NJ and has over 8 years of experience in the finance industry.

2
Anna Christakos, financial advisor Cranford NJ
Anna Christakos
CRD#: 3087348
200 South Avenue East, Suite 303, Cranford, NJ 07016

Anna Christakos (CRD# 3087348) is an Investment Advisor Representative working at Westfield Wealth Management, LLC in Cranford, NJ and has over 25 years of experience in the finance industry.

3
Peter Christakos, financial advisor Westfield NJ
Peter J. Christakos
CRD#: 2010712
415 South Ave., West, Westfield, NJ 07090

Peter Christakos (CRD# 2010712) is an Investment Advisor Representative working at Westfield Wealth Management, LLC in Westfield, NJ and has over 31 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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