Overview
Assets Under Management: $666 million
Headquarters: EDISON, NJ
High-Net-Worth Clients: 221
Average Client Assets: $2 million
Frequently Asked Questions
GITTERMAN 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 #153062), GITTERMAN WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
GITTERMAN WEALTH MANAGEMENT, LLC is headquartered in EDISON, NJ.
GITTERMAN WEALTH MANAGEMENT, LLC serves 221 high-net-worth clients according to their SEC filing dated March 28, 2025. View client details ↓
According to their SEC Form ADV, GITTERMAN WEALTH MANAGEMENT, LLC offers portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
GITTERMAN WEALTH MANAGEMENT, LLC manages $666 million in client assets according to their SEC filing dated March 28, 2025.
According to their SEC Form ADV, GITTERMAN WEALTH MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 221
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.68
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 558
Discretionary Accounts: 558
Regulatory Filings
CRD Number: 153062
Filing ID: 1929516
Last Filing Date: 2025-03-28 10:31:00
Website: https://acaglobal.com