TKG Wealth Advisers LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$98,323,565
Clients
271
Advisors
5
of 5 employees
About
TKG Wealth Advisers LLC is a New Jersey‑registered wealth management firm that provides discretionary investment management, financial planning, retirement plan consulting, and related advisory services to individuals, families, businesses and plan sponsors, overseeing roughly $102 million in client assets across about 271 accounts. The firm also continues to serve legacy clients under co‑advisory arrangements with prior third‑party advisers.
The firm customizes portfolios using client questionnaires, reviews of current holdings, and at least annual profile updates, generally managing accounts on a discretionary, percentage‑of‑AUM basis and retaining the ability to allocate portions of assets to unaffiliated third‑party managers. Investment programs are typically diversified across institutional‑share mutual funds, ETFs, individual equities and fixed income, with ongoing monitoring and rebalancing and reliance on third‑party manager research and execution where applicable.
TKG Wealth is notable for its operational ties to an affiliated accounting practice—principals are members of a separate accounting firm—which can result in cross‑referrals and combined service offerings that are uncommon among peers. The firm’s advisers are also licensed insurance producers and disclose that insurance commissions are received separately from advisory fees; these relationships, along with the firm’s co‑advisory fee arrangements for legacy clients, are addressed in its written policies, Code of Ethics, and supervisory procedures.
Client services
Expertise
Occupation focus
Fee options
Financial planning flat fees typically range from $1,200 to $10,000
Insurance commissions received separately when clients purchase insurance products
Financial planning and consulting services hourly rates range from $150 to $500 per hour
Account minimum: $50,000 Minimum fee: Minimum financial planning fee of $1,200
Main office
1150 Raritan Rd., Suite 201
Cranford NJ 07016
Advisors at this office
5
Most active in
New Jersey · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
John C
Series 63, Series 65
Cranford, NJ
TKG Wealth Advisers LLC
John Campise is a financial advisor with TKG Wealth Advisers LLC, holding Series 63 and Series 65 credentials and 11 years of industry experience. His prior roles include positions at Park Ave Securities and Guardian Life Insurance. TKG Wealth Advisers LLC is a New Jersey-registered wealth management firm serving individuals, families, businesses, and plan sponsors with discretionary investment management, financial planning, and retirement plan consulting. The firm manages diversified portfolios and maintains operational ties to an affiliated accounting practice, providing combined service offerings.
Robert R
CFP®, PFS™, Series 63
Cranford, NJ
TKG Wealth Advisers LLC
Robert Russo is a financial advisor with TKG Wealth Advisers LLC, holding the CFP® and PFS™ designations and possessing 32 years of industry experience. His prior roles include positions at RMR Wealth Builders, Inc., Calton & Associates, Inc., and Koenig, Russo & Associates. Outside of advisory work, he is involved as a board member and treasurer for the September 11th National Memorial Trail Alliance and provides accounting services for the From Tessa With Love Foundation, Inc. TKG Wealth Advisers LLC is a New Jersey-registered firm offering discretionary investment management, financial planning, and retirement plan consulting to individuals, families, businesses, and plan sponsors, managing approximately $102 million in client assets. The firm integrates investment management with affiliated accounting services and utilizes co‑advisory arrangements and third-party manager research to customize diversified portfolios.
Gary M
CFP®, Series 66
Cranford, NJ
TKG Wealth Advisers LLC
Gary Mannuzza Jr. is a CFP® and holds a Series 66 license with nine years of industry experience. He is currently a member of TKG Wealth Advisers LLC and has held roles at multiple firms including RMR Wealth Builders, Inc., Calton & Associates, Inc., and Avantax Advisory Services. Outside of his advisory work, he is a partner at an accounting firm, The Koenig Group, LLC, and serves as a Commissioner for the Housing Authority of the City of Linden. TKG Wealth Advisers LLC is a New Jersey-registered wealth management firm providing discretionary investment management, financial planning, and retirement plan consulting services to individuals, families, businesses, and plan sponsors. The firm manages diversified portfolios utilizing institutional mutual funds, ETFs, individual equities, and fixed income, and maintains operational ties to an affiliated accounting practice that supports cross-referrals and integrated service offerings.
James S
Series 63, Series 65
Cranford, NJ
TKG Wealth Advisers LLC
James Sosinski is a financial advisor with TKG Wealth Advisers LLC, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His career includes roles at Villa Nova Financing Group, Instamortgage, Canopy Mortgage, and RMR Wealth Builders, Inc. Outside of advisory services, he is involved in several nonprofit organizations, including serving as treasurer for multiple charities and operating an educational platform for CPAs. TKG Wealth Advisers LLC is a New Jersey-registered wealth management firm serving individuals, families, businesses, and plan sponsors with discretionary investment management and financial planning services. The firm manages approximately $102 million in client assets and integrates accounting and insurance services through its affiliated practices.
Michael M
CFP®, Series 65
Cranford, NJ
TKG Wealth Advisers LLC
Michael Milevoi is a CFP® and Series 65-licensed financial advisor at TKG Wealth Advisers LLC with two years of industry experience. Before joining TKG Wealth Advisers in 2024, he worked at SHI International and held positions at Rowan University and Colonia High School. He is the owner of Mileboy Holdings LLC, a non-investment-related valet service business. TKG Wealth Advisers LLC is a New Jersey-registered wealth management firm serving individuals, families, businesses, and plan sponsors with discretionary investment management, financial planning, and retirement plan consulting. The firm manages diversified portfolios and is known for its operational ties to an affiliated accounting practice, enabling combined service offerings and cross-referrals.
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