Abhijeet Mhatre
HappyRich Capital · Monroe Township, New Jersey
Abhijeet Mhatre is a fee-only financial advisor at HappyRich Capital in Monroe Township, New Jersey. Abhijeet focuses on cross-border (US / Canada) and family wealth transfer. HappyRich Capital reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Cross-border families
- Multi-generational families
Facts
| Firm | HappyRich Capital |
|---|---|
| Based in | Monroe Township, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $61.1M across 121 accounts |
| SEC registration | Investment adviser representative in CA, NJ, NY, TX · CRD 5282117 |
| Exams passed | Series 65 (2019) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | livehappyrich.com |
| Profile |
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Questions about Abhijeet
Is Abhijeet Mhatre a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Abhijeet holds no broker registration, and HappyRich Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Abhijeet charge for financial advice?
Abhijeet's firm, HappyRich Capital, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Abhijeet Mhatre based?
Abhijeet Mhatre is based in Monroe Township, New Jersey.
What does Abhijeet specialize in?
Abhijeet's specialties include cross-border (US / Canada) and family wealth transfer. Abhijeet works with cross-border families and multi-generational families.
Is Abhijeet Mhatre registered with the SEC?
Yes. Abhijeet Mhatre is registered as an investment adviser representative in CA, NJ, NY and TX (CRD 5282117), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does HappyRich Capital manage?
HappyRich Capital reports $61.1M across 121 accounts in assets under management.
How do I contact Abhijeet Mhatre?
Through Abhijeet's website, livehappyrich.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- HappyRich Capital website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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