Lassus Wherley

Lassus Wherley


1 Academy Street

New Providence, NJ 07974-1842


No. advisers: 17

AUM: $509,801,111

Asset Breakdown

Employees 17
High-net-worth individuals 26-50%
Financial planning clients 251-500
High-net-worth client assets More than 75%
Percentage of assets under management Yes
Hourly charges Yes
Subscription fees No
Fixed fees Yes
Commissions No
Performance-based fees No
Total AUM Total Accounts Avg. Account AUM
Discretionary $509,801,111 1,694 $300,945
Non-discretionary 0 0 $0
Total $509,801,111 1,694 $300,945

Trump State of the Union: What advisers want to hear

February 5, 2019 - Financial advisers want President Donald J. Trump to put aside divisive political rhetoric and give a positive message about the economy and solutions to pressing problems during his address to Congress tonight. In his State of the Union address, Mr....

The midterm elections: What's at stake for financial advisers

October 13, 2018 - As voters head to the polls in three weeks, the fate of many issues affecting financial advisers will hang on the outcome. If Democrats gain control of the House of Representatives in November's midterm elections — as is widely predicted — advisers...

Divided we stand: How financial advisers view President Trump

October 13, 2018 - Like most of the rest of the country, financial advisers are divided in their views of President Donald J. Trump. In his first two years, Mr. Trump has inspired both fierce loyalty and withering opposition among Americans for the way he's conducted himself...

Women advisers driving revenue growth

May 29, 2018 - Even though women make up a small but growing percentage of financial professionals, their influence has the potential for a disproportionate impact on the overall financial planning industry. New InvestmentNews research found that advisory firms with...

Top changes in the tax bill that will affect financial planning

December 19, 2017 - Diahann W. Lassus, a CFP and CPA/PFS, as well as president and co-founder of wealth management firm Lassus Wherley, offers a concise summary of which aspects of the legislation will have the greatest impact on clients.

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  • — = Information not available or not disclosed

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*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) not one who is an insurance company or agency.


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