Overview
Assets Under Management: $322 million
Headquarters: TOMS RIVER, NJ
High-Net-Worth Clients: 227
Average Client Assets: $829,420
Frequently Asked Questions
ABLE WEALTH MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #298085), ABLE WEALTH MANAGEMENT LLC is subject to fiduciary duty under federal law.
ABLE WEALTH MANAGEMENT LLC is headquartered in TOMS RIVER, NJ.
ABLE WEALTH MANAGEMENT LLC serves 227 high-net-worth clients according to their SEC filing dated November 14, 2025. View client details ↓
According to their SEC Form ADV, ABLE WEALTH MANAGEMENT LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
ABLE WEALTH MANAGEMENT LLC manages $322 million in client assets according to their SEC filing dated November 14, 2025.
According to their SEC Form ADV, ABLE WEALTH MANAGEMENT LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 227
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 58.46
Average High-Net-Worth Client Assets: $829,420
Total Client Accounts: 1,139
Discretionary Accounts: 1,132
Non-Discretionary Accounts: 7
Regulatory Filings
CRD Number: 298085
Filing ID: 2027374
Last Filing Date: 2025-11-14 11:19:28
Website: 1