# SMOLIN WEALTH ADVISORS

SMOLIN WEALTH ADVISORS is an Asset Manager based in Parsippany, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Parsippany, United States
- **Region:** North America
- **Address:** Fairfield, New Jersey, United States
- **Assets under management:** Undisclosed
- **Website:** smolinwealth.com

## Regulatory record

- **CRD number:** 170081
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/170081

## About

Smolin Wealth Advisors, LLC is a state-registered investment adviser in Parsippany, NJ. It has one employee and one investment adviser. The firm is based in Parsippany, NJ.

## Questions

### How does Smolin Wealth Advisors integrate tax preparation with investment management?

The firm operates alongside Smolin Lupin, a regional CPA firm. This lets advisors access a client's actual tax returns — not estimates — when modeling portfolio decisions. Tax-loss harvesting, asset location and distribution sequencing are based on live filing data rather than annual questionnaires.

### What client profile does Smolin Wealth Advisors typically serve?

The firm serves individuals, trusts and small-to-midsize business owners concentrated in northern New Jersey and the New York metropolitan area. Client engagements frequently span both personal financial planning and business-related advisory, reflecting the CPA-firm cross-referral pipeline.

### Does Smolin Wealth Advisors manage alternative investments directly?

The firm allocates across equities, fixed income and alternative investments, but does not publicly disclose direct versus fund-of-funds structures or specific alternative positions. Portfolio implementation details are shared directly with clients.

## Related profiles

- [Graeter Wealth Advisors](https://altss.com/profile/graeter-wealth-advisors-llc)
- [Quantamentals Management Group](https://altss.com/profile/quantamentals-management-group-llc)

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Last updated: 2026-06-03T20:00:00.000Z

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