# Think Wealth, LLC

Think Wealth, LLC is a RIA based in Saddle Brook.

## Overview

- **Organization type:** RIA
- **Headquarters:** Saddle Brook
- **Assets under management:** Undisclosed
- **Website:** thinkwealthllc.com

## Regulatory record

- **CRD number:** 293236
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/293236

## About

thinkWealth's financial professionals have more than half a century of combined experience and create customized, comprehensive solutions designed to adapt to evolving needs and long-term goals. The firm provides sophisticated strategies for every phase of life, working with clients to grow assets, protect wealth, and guide them into the future. They take a needs-based approach to charting personal or business financial journeys.

## People

- Sergio Pessoa — Managing Partner, Co-Founder
- Paul Bacchioni — Managing Director
- Zack Eidman — Senior Director of Operations
- Jakelene Amabile — Director of Insurance Underwriting

## Questions

### Does Think Wealth, LLC offer financial planning beyond investment management?

Yes, the firm provides financial planning services including retirement planning, estate planning, and tax strategy. These services are integrated with the investment management offering. The specific fee structure for planning versus asset management is not publicly itemized.

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Last updated: 2026-08-14T12:30:00.000Z

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