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SMALLWOOD WEALTH MANAGEMENT

199 Broad Street
Red Bank, New Jersey 07701
Tel: (732) 542-1565

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About SMALLWOOD WEALTH MANAGEMENT

SMALLWOOD WEALTH MANAGEMENT, formally registered with the SEC as SMALLWOOD WEALTH MANAGEMENT. The firm was established in 06/16/2017. They have over 1 offices throughout the country.

SMALLWOOD WEALTH MANAGEMENT is a Red Bank, New Jersey based Financial Planning firm with nearly $262,572,352 assets under management, offering retirement planning & investment advisory services to 874 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#288663
SEC#801-110658
Assets Managed by Firm$262,572,352
No. of Clients874
No. of Advisors8

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

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

Firm Client Information

No. of ClientsAUM
Firm Total874$262,572,352
Individuals (other than high net worth individuals)276$56,997,692
High net worth individuals96$178,231,310
Pension and profit sharing plans1$10,250
Charitable organizations2$2,125,302
Corporations or other businesses4$25,207,798

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