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WITHUM WEALTH MANAGEMENT
47 Reckless Place
Red Bank, New Jersey 07701
Tel: 732-450-0147
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 Status | Approved |
|---|---|
| Firm CRD# | 158332 |
| SEC# | 801-72657 |
| Assets Managed by Firm | $1,580,487,586 |
| No. of Clients | 1555 |
| No. of Advisors | 12 |
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 | 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 |
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