National Wealth Management, LLC

National Wealth Management, LLC (CRD# 136346) is a financial advisory firm headquartered in Moonachie, NJ. They manage $170,618,760 in 733 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    171
    MILLION
  • Total Number of Accounts
    733
    ACCOUNTS
  • Average Account Value
    $232,768
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
  • 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.

CA, FL, NJ, NY, PA

Financial Advisors at National Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
David A. Fuhrman
CRD#: 4491064
250 Moonachie Rd., Moonachie, NJ 07074
96
Wealthminder
score

David Fuhrman (CRD# 4491064) is an Investment Advisor Representative working at National Wealth Management, LLC in Moonachie, NJ and has over 14 years of experience in the finance industry. David Fuhrman 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
Bruce R. Julien
CRD#: 2175206
250 Moonachie Rd., Moonachie, NJ 07074
93
Wealthminder
score

Bruce Julien (CRD# 2175206) is an Investment Advisor Representative working at National Wealth Management, LLC in Moonachie, NJ and has over 25 years of experience in the finance industry.

3
David J. Cottam
CRD#: 2716994
250 Moonachie Rd., Moonachie, NJ 07074
63
Wealthminder
score

David Cottam (CRD# 2716994) is an Investment Advisor Representative working at National Wealth Management, LLC in Moonachie, NJ and has over 20 years of experience in the finance industry.

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