Mussett Wealth Management, Llc
- Regulatory AUM
- $110M
- Discretionary
- $108M
- Clients
- 103
- Avg AUM / client
- $1.1M
- Accounts
- 359
- Employees
- 2
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 68 | $26.5M | 24.0% |
| High net worth individuals | 27 | $52.1M | 47.2% |
| Banking or thrift institutions | 0 | $0 | — |
| Pension and profit sharing plans | 6 | $30.1M | 27.3% |
| Charitable organizations | 2 | $1.7M | 1.5% |
| State or municipal government entities | 0 | $0 | — |
| Other investment advisers | 0 | $0 | — |
| Insurance companies | 0 | $0 | — |
| Sovereign wealth funds and foreign official institutions | 0 | $0 | — |
| Corporations and other businesses | 0 | $0 | — |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Olivia Anne Mussett | President, Cco | CFP | Jun 2011 (15y) | 75% or more |
| Helen M Carroll | Registered representative | CFP | Apr 2021 (5y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 893 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $77.5M (70% of AUM) Mar 2026
- Mid Atlantic Trust Company $16.4M (15% of AUM) Mar 2026
- Broadridge Matrix $6.4M (7% of AUM) Mar 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗