Mussett Wealth Management, LLC

Investment Advisor
in Sand Lake, NY

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About this Advisor

Olivia Mussett is a certified financial planner operating out of Sand Lake, New York with a total of 2 years of relevant experience. Mussett is an advisor for Mussett Wealth Management, LLC. They have spent their complete employment at Mussett Wealth Management, Llc. Mussett has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in New York. Mussett Wealth Management, LLC is a firm operating out of Rensselaer, NY. It handles $84 million in assets under management among its 322 accounts, placing it among the smaller firms in the country by assets under management. The firm advises two charities and foundations. Of its 322 client accounts, 24% are associated with high-net-worth clients who have greater than $1 million in assets. Mussett Wealth Management, LLC offers a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial advisory fees largely depend on the type of financial services offered. However, fees billed by Mussett Wealth Management, LLC may include some blend of asset-based and hourly fees.

Certifications and Registrations


Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

579 North Greenbush Road
Sand Lake, NY 12153

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Mussett Wealth Management, LLC Brokerage Details

Total Assets Under Management


NY Average: $7,464,549,021
Total Number of Employees


NY Average: 88
Total Number of Accounts


NY Average: 3,892
Average Account Size


NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Olivia Mussett Work History

Olivia has been registered as a financial advisor for 2 years.*

2011 - Present (13 years)

Mussett Wealth Management

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.


Please visit the SEC profile of Olivia Mussett to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Mussett Wealth Management, LLC

Olivia Mussett
Sand Lake, NY
Helen Carroll
Rensselaer, NY

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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