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Jm Egan Wealth Advisors, LLC (Madison)


Jm Egan Wealth Advisors, LLC is a large advisory firm based in Madison. It manages $205 million of regulatory assets for 366 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Florida, New Hampshire, New Jersey, and 4 other states.

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Jm Egan Wealth Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.

Jm Egan Wealth Advisors: assets under management

The assets under management (AUM) of Jm Egan Wealth Advisors, LLC is $205 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $205 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $560.11 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Jm Egan Wealth Advisors, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Madison

The principal office where Jm Egan Wealth Advisors, LLC performs its advisory services is located at 21 Green Village Road, Madison, NJ 07940, which is also the mailing address of the firm. An additional office of the firm is in Sea Girt, NJ. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 973-377-4700 EX 323 or by fax 973-377-7080. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at jmegan.com.


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