Gitterman Wealth Management, LLC

Gitterman Wealth Management, LLC (CRD# 153062) is a financial advisory firm headquartered in Edison, NJ. They manage $352,754,254 in 1,357 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    353
    MILLION
  • Total Number of Accounts
    1,357
    ACCOUNTS
  • Average Account Value
    $259,952
Compensation Options
  • A percentage of assets under your management
  • 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
  • Selection of other advisers (including private fund managers)
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.

AZ, CA, CT, FL, MD, NJ, NY, PA, TX

Financial Advisors at Gitterman Wealth Management, LLC
Showing 1 - 10 of 15 top financial advisors.
1
Daniel L. Armas
CRD#: 4572310
379 Thornall Street, 14th Floor, Edison, NJ 08837
96
Wealthminder
score

Daniel Armas (CRD# 4572310) is an Investment Advisor Representative working at Gitterman Wealth Management, LLC in Edison, NJ and has over 14 years of experience in the finance industry. Daniel Armas has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Samuel Bell
CRD#: 3051522
379 Thornall Street, 14th Floor, Edison, NJ 08837
93
Wealthminder
score

Samuel Bell (CRD# 3051522) is an Investment Advisor Representative working at Gitterman Wealth Management, LLC in Edison, NJ and has over 17 years of experience in the finance industry.

3
Jennifer A. Easley
CRD#: 4688332
379 Thornall Street, 14th Floor, Edison, NJ 08837
93
Wealthminder
score

Jennifer Easley (CRD# 4688332) is an Investment Advisor Representative working at Gitterman Wealth Management, LLC in Edison, NJ and has over 6 years of experience in the finance industry.

4
Jitender C. Gidwani
CRD#: 4394316
379 Thornall Street, 14th Floor, Edison, NJ 08837
93
Wealthminder
score

Jitender Gidwani (CRD# 4394316) is an Investment Advisor Representative working at Gitterman Wealth Management, LLC in Edison, NJ and has over 6 years of experience in the finance industry.

5
Jeffrey L. Gitterman
CRD#: 1910332
379 Thornall Street, 14th Floor, Edison, NJ 08837
93
Wealthminder
score

Jeffrey Gitterman (CRD# 1910332) is an Investment Advisor Representative working at Gitterman Wealth Management, LLC in Edison, NJ and has over 24 years of experience in the finance industry.

6
Ira S. Goldberg
CRD#: 5767585
379 Thornall Street, 14th Floor, Edison, NJ 08837
93
Wealthminder
score

Ira Goldberg (CRD# 5767585) is an Investment Advisor Representative working at Gitterman Wealth Management, LLC in Edison, NJ and has over 6 years of experience in the finance industry.

7
Theodore V. Kowalchyn
CRD#: 2822622
379 Thornall Street, 14th Floor, Edison, NJ 08837
93
Wealthminder
score

Theodore Kowalchyn (CRD# 2822622) is an Investment Advisor Representative working at Gitterman Wealth Management, LLC in Edison, NJ and has over 19 years of experience in the finance industry.

8
Dennis L. Schlegel
CRD#: 5149840
379 Thornall Street, 14th Floor, Edison, NJ 08837
93
Wealthminder
score

Dennis Schlegel (CRD# 5149840) is an Investment Advisor Representative working at Gitterman Wealth Management, LLC in Edison, NJ and has over 9 years of experience in the finance industry.

9
Peter M. Silvis
CRD#: 5625639
379 Thornall Street, 14th Floor, Edison, NJ 08837
93
Wealthminder
score

Peter Silvis (CRD# 5625639) is an Investment Advisor Representative working at Gitterman Wealth Management, LLC in Edison, NJ and has over 6 years of experience in the finance industry.

10
Gregory T. Giardino
CRD#: 5524262
379 Thornall Street, 14th Floor, Edison, NJ 08837
90
Wealthminder
score

Gregory Giardino (CRD# 5524262) is an Investment Advisor Representative working at Gitterman Wealth Management, LLC in Edison, NJ and has over 5 years of experience in the finance industry.

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