Able Wealth Management LLC
Firm details
- Headquarters
- Toms River, New Jersey
- CRD number
- 298085
- Registered since
- June 23, 2023
- Website
- ablewealth.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC, ALTRUIST FINANCIAL LLC, BETTERMENT
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI65.89%
- Individuals17.88%
- Corporations / Businesses13.76%
- Pension & Profit Sharing Plans2.47%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Able Wealth Management LLC is an independent, SEC-registered investment adviser (registered in 2023) that serves both individual and family clients as well as institutional accounts. The firm offers financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting services. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee options. Able Wealth Management describes itself as an active ESG investor, incorporating environmental, social, and governance considerations into its investment approach.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds77%
- Exchange Traded Equities9%
- Cash & Cash Equivalents8%
- Private Funds4%
- Other2%
Contacts
3 of 5
Elchanan Abramowitz
Financial AdvisorCRD 4443847
Simcha Goldberg
Financial AdvisorCRD 6938414
Seth Hodes
Co-Founder & Financial AdvisorCRD 6101880
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 120Active vs passive
$473M in ETFs
62%
$292M
28%
$181M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $52.1M | 66,952 | 11.02% |
Location
Toms River, NJ
Ocean
Location
Toms River, NJ
Headquartered in Toms River, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Ocean
- Address
- 185 Route 70
- Time zone
- ET (UTC-5)
- Office locations
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