Lassus Wherley & Associates

What Lassus Wherley & Associates does

Lassus Wherley & Associates is a fee-only wealth management firm headquartered in New Providence, New Jersey, United States, founded in 1985. As a fee-only practice, the firm is structurally compensated by client fees rather than through commissions on product sales, which is a defining characteristic of its business model and aligns it with the fiduciary standard expected of registered investment advisers.

The available input data on the firm's operating profile is extremely thin. Most of the aggregated source material pertains to Peapack Private Bank & Trust (a separate Bedminster, NJ-based FDIC-insured institution), and the blocks labeled under Lassus Wherley & Associates do not contain product, pricing, technology, team, or customer information specific to the firm. The only firmographic anchors for Lassus Wherley & Associates are: private, for-profit entity; founded 1985; single known location in New Providence; website at lassuswherley.com; no disclosed subsidiaries, funding rounds, parent company, or M&A activity.

Because the firm-specific evidence base is limited to firmographics and the fee-only descriptor, a fuller product/marketing/technology profile cannot be constructed from the provided data. Any conclusions about customer mix, AUM, headcount, revenue, technology stack, or strategic trajectory would require sources beyond what is present in this dataset.

Name

Lassus Wherley & Associates

Legal name

Peapack Private Bank & Trust

Website

https://lassuswherley.com

Company type

Private

Founded year

1985

Operating status

Operating

Short description

Lassus Wherley & Associates is a fee-only wealth management firm based in New Providence, New Jersey, founded in 1985, serving clients on a fiduciary, fee-only basis.

Ownership category

akta.pro rank

Headquarters

HQ city

New Providence

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Distribution channels5 records

Marketing channels5 records

Core offering

Lassus Wherley & Associates is a fee-only wealth management firm founded in 1985 and based in New Providence, New Jersey. The firm delivers personalized financial planning and investment advisory services to clients, compensated through fees rather than commissions on product sales.

Product overview

Peapack Private Bank & Trust provides comprehensive private banking and wealth management products and services. The core offerings include trust and estate services, investment management, financial planning, and family office services for high-net-worth individuals. Commercial banking services encompass checking, savings, CDs, and money market accounts along with commercial lending solutions including C&I lending, commercial real estate, equipment financing, and small business loans. Personal banking includes checking, savings, CDs, IRAs, and mortgage solutions with home equity options. Digital banking is provided through online and mobile platforms with Treasury Connect and MyEscrow serving business treasury management needs. The bank also offers credit cards through Elan Financial Services, investment banking services, and brokerage through Peapack Financial Services.

Differentiator

Problem solved

Functional benefit

Brands

• Peapack Financial Services: Brokerage services offered under the Peapack Private umbrella, including CDs, checking, IRAs, money market accounts, and credit cards.

Segments3 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves1 record

Expansion highlights1 record

Direct peers

• Moneta Group: Fee-only wealth management firm offering financial planning, investment management, and family office services to HNW households; operates in a similar advisor-led, fiduciary model as Lassus Wherley.
• Edelman Financial Engines: Large fee-only RIA combining financial planning, investment management, and employer-sponsored advisory services for affluent households — a comparable fee-only wealth platform with a regional multi-office footprint.
• Mariner Wealth Advisors: Large fee-only RIA serving HNW and ultra-HNW clients with comprehensive financial planning, investment management, and family office services — directly comparable in service mix and target client to Lassus Wherley.
• Ronald Blue Trust: Fee-only Christian-based financial advisory firm providing investment management, financial planning, and estate services to HNW clients; directly comparable in fee-only model and service mix.
• Brighton Jones: Fee-only wealth management and tax advisory firm serving HNW clients with holistic planning services; comparable in fee-only positioning and comprehensive service offering.
• EP Wealth Advisors: Fee-only RIA with regional offices offering comprehensive wealth planning and investment management to HNW households; comparable boutique-to-mid-sized RIA profile.

Broad incumbents

• Focus Financial Partners: National partnership platform aggregating independent wealth management firms; relevant comparable because independent RIAs like Lassus Wherley often consider partnership/consolidation with Focus as an exit or growth path.
• CLA (CliftonLarsonAllen): Professional services firm with wealth advisory practice serving HNW individuals and families; overlaps with Lassus Wherley in financial planning and wealth management services for affluent clients.
• Hightower Advisors: National RIA platform supporting independent advisory firms; comparable as both a competitor for HNW clients and a potential consolidator for boutique wealth firms.

Others

• Peapack Private Bank & Trust: Regional private bank in NY Tri-State with wealth management, trust/estate, and private banking services; included as a peer because it is the most direct regional competitor in the same geography and the detailed product/service dataset in the source appears to mirror Peapack's offerings.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat2 records

Key risks4 records

Key highlights5 records

Customer concentration

• LinkedInlinkedin.com/company/peapack-private

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Lassus Wherley & Associates