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MEZZASALMA ADVISORS

TINTON FALLS, NJ · CRD 129045 · IAPD ↗ · mezzadvisors.com · 732-842-1120

$534.4MRegulatory AUM
5Advisory reps
8Employees
7Clients
11-25Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — MEZZASALMA ADVISORS notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2026 — MEZZASALMA ADVISORS added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2026 — MEZZASALMA ADVISORS crossed $500M in regulatory AUM ($342.2M -> $534.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
72
April 2026 — MEZZASALMA ADVISORS grew from 1 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
67
April 2025 — MEZZASALMA ADVISORS reported RAUM up 48% ($231.0M -> $342.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
25
April 2024 — MEZZASALMA ADVISORS changed its website from mezzcpa.com to mezzadvisors.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
42
April 2024 — MEZZASALMA ADVISORS notice-filed in PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2024 — MEZZASALMA ADVISORS reported RAUM up 43% ($161.0M -> $231.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.