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SMALLWOOD WEALTH MANAGEMENT
199 Broad Street
Red Bank, New Jersey 07701
Tel: (732) 542-1565
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 Status | Approved |
|---|---|
| Firm CRD# | 288663 |
| SEC# | 801-110658 |
| Assets Managed by Firm | $262,572,352 |
| No. of Clients | 874 |
| No. of Advisors | 8 |
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 Clients | AUM | |
|---|---|---|
| Firm Total | 874 | $262,572,352 |
| Individuals (other than high net worth individuals) | 276 | $56,997,692 |
| High net worth individuals | 96 | $178,231,310 |
| Pension and profit sharing plans | 1 | $10,250 |
| Charitable organizations | 2 | $2,125,302 |
| Corporations or other businesses | 4 | $25,207,798 |
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