Withum Wealth Management

Withum Wealth Management (CRD# 158332) is a financial advisory firm headquartered in Red Bank, NJ. They manage $1,580,487,586 in 1,555 accounts and serve the financial needs of clients across 16 states (or territories).

Current Firm Details
47 Reckless Place, Red Bank, NJ 07701
https://www.facebook.com/withumwealth
By the Numbers
  • Total Assets Under Management
    1,580
    MILLION
  • Total Number of Accounts
    1,555
    ACCOUNTS
  • Average Account Value
    $1,016,391
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
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CT, DC, FL, IL, MA, MD, NC, NH, NJ, NY, OH, PA, SC, TX, VA

Financial Advisors at Withum Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Adam Armstrong, financial advisor Natick MA
Adam C. Armstrong
CRD#: 5814082
Natick, MA

Adam Armstrong (CRD# 5814082) is an Investment Advisor Representative working at Withum Wealth Management in Natick, MA and has over 12 years of experience in the finance industry.

2
Guy Gallo, financial advisor Red Bank NJ
Guy F. Gallo
CRD#: 1024203
47 Reckless Place, Red Bank, NJ 07701

Guy Gallo (CRD# 1024203) is an Investment Advisor Representative working at Withum Wealth Management in Red Bank, NJ and has over 42 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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