ABLE WEALTH MANAGEMENT LLC

185 Route 70
Unit 105
Toms River, New Jersey 08755
Tel: 212-634-7842

About ABLE WEALTH MANAGEMENT LLC

ABLE WEALTH MANAGEMENT LLC, formally registered with the SEC as ABLE WEALTH MANAGEMENT LLC. The firm was established in 06/23/2023. They have over 2 offices throughout the country.

ABLE WEALTH MANAGEMENT LLC is a Toms River, New Jersey based Financial Planning firm with nearly $322,074,750 assets under management, offering retirement planning & investment advisory services to 1139 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	298085
SEC#	801-128199
Assets Managed by Firm	$322,074,750
No. of Clients	1139
No. of Advisors	7

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	1139	$322,074,750
Individuals (other than high net worth individuals)	485	$103,954,789
High net worth individuals	227	$188,278,494
Charitable organizations	2	$372,301
Corporations or other businesses	29	$29,469,166

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BRIDGES INVESTMENT MANAGEMENT INC 13333 California St, Suite 500 Omaha, NE, 68154	$9,882,583,283	2646	76
FIRST NATIONAL ADVISERS, LLC 14010 Fnb Parkway, Suite 200 Omaha, NE, 68154	$6,237,040,948	4052	37
WEITZ INVESTMENT MANAGEMENT, INC. 3555 Farnam Street, Suite 800 Omaha, NE, 68131-3312	$5,153,814,823	20	37

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