Acuity Wealth Management, LLC

Acuity Wealth Management, LLC (CRD# 168662) is a financial advisory firm headquartered in Hopewell, NJ. They manage $70,865,809 in 208 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    71
    MILLION
  • Total Number of Accounts
    208
    ACCOUNTS
  • Average Account Value
    $340,701
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NJ

Financial Advisors at Acuity Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Gary B. Berdoff
CRD#: 1401600
10 East Broad Street, Hopewell, NJ 08525
93
Wealthminder
score

Gary Berdoff (CRD# 1401600) is an Investment Advisor Representative working at Acuity Wealth Management, LLC in Hopewell, NJ and has over 31 years of experience in the finance industry.

2
Abigail Bogner
CRD#: 2122284
10 East Broad Street, Hopewell, NJ 08525
93
Wealthminder
score

Abigail Bogner (CRD# 2122284) is an Investment Advisor Representative working at Acuity Wealth Management, LLC in Hopewell, NJ and has over 26 years of experience in the finance industry.

3
George B. Wislar
CRD#: 1283124
10 East Broad Street, Hopewell, NJ 08525
83
Wealthminder
score

George Wislar (CRD# 1283124) is an Investment Advisor Representative working at Acuity Wealth Management, LLC in Hopewell, NJ and has over 30 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.