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 registered investment adviser formed as an LLC and SEC-registered in 2023. The firm serves both individuals/families and institutional clients, offering financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Able Wealth identifies as an active ESG investor and operates under individual ownership.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 5Seth Hodes
Co-Founder & Financial AdvisorCRD 6101880
Yoel Kaplowitz
Co-Founder and Managing PartnerCRD 6114542
Sara Hutman
Financial AdvisorCRD 7999451
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 115Active vs passive
$457M in ETFs
61%
$277M
30%
$180M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $45.5M | 60,774 | 9.97% |
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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