Westfield Wealth Management, LLC

Westfield Wealth Management, LLC (CRD# 125421) is a financial advisory firm headquartered in Westfield, NJ. They manage $47,635,200 in 138 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    48
    MILLION
  • Total Number of Accounts
    138
    ACCOUNTS
  • Average Account Value
    $345,183
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
  • 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.

NJ, TX

Financial Advisors at Westfield Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Anna Christakos
CRD#: 3087348
415 South Avenue West, Westfield, NJ 07090
93
Wealthminder
score

Anna Christakos (CRD# 3087348) is an Investment Advisor Representative working at Westfield Wealth Management, LLC in Westfield, NJ and has over 18 years of experience in the finance industry.

2
Peter J. Christakos
CRD#: 2010712
415 South Ave., West, Westfield, NJ 07090
93
Wealthminder
score

Peter Christakos (CRD# 2010712) is an Investment Advisor Representative working at Westfield Wealth Management, LLC in Westfield, NJ and has over 24 years of experience in the finance industry.

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