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SACKS & ASSOCIATES, LLC

WARREN, NJ · CRD 174909 · IAPD ↗ · 908-864-4950

$212.8MRegulatory AUM
3Advisory reps
4Employees
0Clients
101-250Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
December 2025 — SACKS & ASSOCIATES, LLC moved its main office from BRIDGEWATER, NJ to WARREN, NJ.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
58
April 2025 — SACKS & ASSOCIATES, LLC reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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