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Form CRS

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03.10.2026

Sax Wealth Advisors, LLC Form CRS

Dated March 10, 2026

Locations

16935 W. Bernardo Dr.

Suite 227

San Diego, CA, 92127

116 E. Washington Street

Suite 210

Ann Arbor, MI, 48104

Eagle Plaza

4505 S. Wasatch Blvd.

Suite 370

Salt Lake City, UT, 84124

801-272-0902

747 Main Street

Suite 120

Concord, MA, 01742

978-369-2911

20525 Center Ridge Rd

#501

Rocky River, OH, 44116

216-688-3737

77 Danbury Road

Unit C7

Ridgefield, CT, 06877

203-438-1709

389 Interpace Parkway

Suite 3

Parsippany, NJ, 07054

973-859-2199

50 Venture Valley Court

Suite 9

Ponte Vedra Beach, FL, 32081

973-554-6023

100 Charles Ewing Boulevard

Suite 130

Ewing, NJ, 08628

609-737-6600

1040 Avenue of the Americas

16th Floor

New York, NY, 10018

212-685-7000

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“SAX” is the brand name under which SAX LLP and Sax Advisory Group LLC and its subsidiary entities provide professional services. SAX LLP and Sax Advisory Group LLC (and its subsidiary entities) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. SAX LLP is a licensed independent CPA firm that provides attest services to its clients, and SAX Advisory Group LLC and its subsidiary entities provide tax and business consulting services to their clients. SAX Advisory Group LLC and its subsidiary entities are not licensed CPA firms. © 2025 SAX Wealth Advisors, LLC.

SAX Wealth Advisors LLC (“SAX Wealth Advisors”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where SAX and its representatives are properly licensed or exempt from licensure.

SEC registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the commission. SAX Wealth Advisors only transacts business in states in which it is properly registered or is excluded or exempted from registration. A copy of SAX Wealth Advisors current written disclosure brochure filed with the SEC which discusses among other things, SAX Wealth Advisors’ business practices, services and fees, is available through the SEC’s website at: www.adviserinfo.sec.gov.

© 2026 SAX Wealth Advisors, LLC. All Rights Reserved.

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