# Waxman Financial

Waxman Financial is a RIA based in Parkland, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Parkland, United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** waxmanfinancial.com

## Regulatory record

- **CRD number:** 141543
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/141543

## About

Waxman Financial is an independent, private, fee-based financial planning and wealth management firm and a Registered Investment Advisory firm. It offers financial planning and investment management to individuals, families, and businesses throughout South Florida and the United States. The firm specializes in retirement planning, asset allocation, insurance planning, college funding, group benefits, business succession strategies, and investment management, and adheres to a fiduciary standard.

## People

- Jeffrey B. Waxman — President and Chief Investment Officer
- Andrew B. Waxman — Managing Partner

## Questions

### Does Waxman Financial disclose its AUM or investment performance?

No. The firm does not publicly disclose assets under management, portfolio composition, or investment performance. This is typical for single-family offices structured without external LPs, which are not required to file public regulatory reports or offer performance updates to outside parties.

## Related profiles

- [Waverly Advisors](https://altss.com/profile/waverly-capital)

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Last updated: 2026-08-11T15:08:32.892Z

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