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WITHUM WEALTH MANAGEMENT
RED BANK, NJ
732-450-0147
SEC #801-72657Total AUM
$2.3B
Employees
13Clients
799Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
47 RECKLESS PLACE
RED BANK
NJ 07701
United States
RED BANK
NJ 07701
United States
Operating Hours
9:00AM-5:00PM
Monday - Friday
Monday - Friday
Phone
732-450-0147
Other Offices
5
Financials
Total AUM
$2.3B
Accounts
1,956Discretionary
$2.3B
Accounts
1,956Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
67AUM
$12.9M
HNW Individual Clients
688AUM
$2.1B
Pension/Profit Sharing Plan Clients
7AUM
$5.2M
Charitable Organization Clients
9AUM
$15.3M
Insurance Company Clients
1AUM
$8.7M
Corporation or Business Clients
27AUM
$177.4M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACTDCFLILMAMDNCNHNJNYOHPARISCTXVA
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.