Withum Wealth Management
Firm details
- Headquarters
- Red Bank, New Jersey
- CRD number
- 158332
- Registered since
- August 12, 2011
- Website
- www.withumwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI90.62%
- Corporations / Businesses7.58%
- Charitable Organizations0.65%
- Individuals0.55%
- Insurance Companies0.37%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Withum Wealth Management is an independent registered investment adviser organized as an LLC and SEC-registered in 2011. The firm serves both individual/family and institutional clients and provides financial planning, portfolio management for individuals and small businesses, and pension consulting. Its fee model includes percentage-of-AUM charges along with hourly and fixed-fee engagements. Withum describes itself as an active ESG investor and maintains industry affiliations with other investment advisers and accounting firms. The firm has been recognized in industry rankings, including Financial Times’ Top 300 RIA Firms (2020) and Forbes’ lists in 2023 and 2024.
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 Funds47%
- Exchange Traded Equities28%
- US Government Bonds10%
- Investment Grade Corp Bonds6%
- State & Local Bonds5%
Contacts
3 of 10
Thomas Farrell
Wealth AdvisorCRD 3250992
Austin Hagaman
Wealth AdvisorCRD 5961221
Monica Jalife
Vice PresidentCRD 4775856
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 185Active vs passive
$1B in ETFs
78%
$800M
16%
$227M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $69M | 186,460 | 6.72% |
Location
Red Bank, NJ
Monmouth
Location
Red Bank, NJ
Headquartered in Red Bank, 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
- Monmouth
- Address
- 47 Reckless Pl
- Time zone
- ET (UTC-5)
- Office locations
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