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WITHUM WEALTH MANAGEMENT

47 Reckless Place
Red Bank, New Jersey 07701
Tel: 732-450-0147

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About WITHUM WEALTH MANAGEMENT

WITHUM WEALTH MANAGEMENT, formally registered with the SEC as WITHUM WEALTH MANAGEMENT. The firm was established in 08/12/2011. They have over 8 offices throughout the country.

WITHUM WEALTH MANAGEMENT is a Red Bank, New Jersey based Financial Planning firm with nearly $1,580,487,586 assets under management, offering retirement planning & investment advisory services to 1555 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#158332
SEC#801-72657
Assets Managed by Firm$1,580,487,586
No. of Clients1555
No. of Advisors12

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 ClientsAUM
Firm Total1555$1,580,487,586
Individuals (other than high net worth individuals)50$11,245,030
High net worth individuals590$1,500,118,020
Pension and profit sharing plansFewer than 5 clients$1,558,674
Charitable organizationsFewer than 5 clients$6,373,597
Corporations or other businesses16$52,325,081

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