47 Reckless Place
Red Bank, New Jersey 07701
Tel: 732-450-0147
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 158332 |
SEC# | 801-72657 |
Assets Managed by Firm | $1,580,487,586 |
No. of Clients | 1555 |
No. of Advisors | 12 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1555 | $1,580,487,586 |
Individuals (other than high net worth individuals) | 50 | $11,245,030 |
High net worth individuals | 590 | $1,500,118,020 |
Pension and profit sharing plans | Fewer than 5 clients | $1,558,674 |
Charitable organizations | Fewer than 5 clients | $6,373,597 |
Corporations or other businesses | 16 | $52,325,081 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$1,014,741,753,029 | 1021 | 1705 | |
$702,387,082,915 | 1093486 | 12701 | |
$691,908,159,462 | 1840565 | 61 | |
$499,516,358,508 | 637 | 925 | |
$458,191,510,749 | 46332 | 1483 |
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