Withum Wealth Management

RIASEC Registered

Total AUM

$2.3B

Discretionary

$2.3B

100% of AUM

Avg account

$1.2M

Accounts

1,956

Employees

Advisory reps

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

FINTRX

Overview

Withum Wealth Management is an independent, SEC-registered advisory firm (registered in 2011) that serves both high-net-worth individuals/families and institutional clients. The firm operates as a limited liability company and provides financial planning, portfolio management for individuals and small businesses, and pension consulting. Its fee structures include percentage-of-AUM billing as well as hourly and fixed-fee arrangements. Withum identifies as an active ESG investor and maintains relationships with other investment advisers and accounting firms. The firm has received industry recognition, including placements in the Financial Times’ Top 300 RIA Firms (2020) and listings in Forbes’ America’s Top RIA Firms (2023) and Top RIA Firms (2024).