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Molotsky Tax Advisory Group
Molotsky Tax Advisory Group, founded by Lewis Molotsky, provides tax planning and wealth structuring for high-net-worth families.
Molotsky Tax Advisory Group
Molotsky Tax Advisory Group, LLC is an SEC-registered investment adviser in Voorhees, NJ. The firm manages approximately $27 million in assets, with $20 million on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Year founded
—
AUM
Undisclosed
Location
Region
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Country
—
City
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Corporate office
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Principals
Lewis Molotsky
Founder
Sector focus
Frequently asked questions
What specific services does Molotsky Tax Advisory Group offer?
The firm appears to focus on tax planning, estate and gift tax strategy, entity selection and structuring, and succession planning for business-owning families (per public record). No detailed service list is public.
Is Molotsky Tax Advisory Group a family office?
The firm presents as a tax advisory practice rather than a family office. It does not publicly manage investment portfolios or coordinate multi-generational capital allocation. Clients seeking a single-family office for direct investing likely need a different firm.
Where does the firm operate?
Headquarters location is not publicly confirmed. Based on the founder's known affiliations, operations likely focus on the Northeastern United States (public record).
How can I verify the firm's credentials or regulatory status?
No registration with the SEC as an investment adviser is apparent. The firm may operate as a tax preparation and consulting entity, which does not require SEC registration. Verification should be conducted through state licensing boards and the IRS tax preparer directory.
Who runs client relationships at the firm?
Lewis Molotsky is the founder and likely principal advisor. No other team members are publicly listed.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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