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Mde Wealth Management Inc (Parsippany)


Mde Wealth Management Inc is a large advisory firm based in Parsippany. It manages $699.79 million of regulatory assets for 484 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida, New Hampshire, New Jersey, and Texas.

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Mde Wealth Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Mde Wealth Management: assets under management

The assets under management (AUM) of Mde Wealth Management Inc is $699.79 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 $699.79 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.45 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Mde Wealth Management Inc for their services and products based on a percentage of assets under management. 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 Parsippany

The principal office where Mde Wealth Management Inc performs its advisory services is located at 500 Lanidex Plaza, Parsippany, NJ 07054, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 973-887-4900 or by fax 973-887-7321. The normal business hours are 8:30am-6:00pm on Monday - Friday. You can find more information about the New York firm at www.mdegroup.com.


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